Core Viewpoint - Company reported significant growth in camera module sales driven by increased overseas demand and market share gains, while fingerprint recognition module sales experienced a decline due to changes in product accounting [1] Group 1: Camera Module Sales - The sales volume of mobile camera modules reached 43.08 million units in December 2025, representing a quarter-on-quarter increase of 13.2% and a year-on-year increase of 40.8% [1] - Total sales of camera modules amounted to 45.938 million units, with a quarter-on-quarter increase of 10% and a year-on-year increase of 43.6% [1] - The growth in camera module sales is attributed to rising demand from overseas clients and an increase in market share, particularly for modules with less than 32 million pixels [1] Group 2: Fingerprint Recognition Module Sales - The total sales volume of fingerprint recognition modules was 17.947 million units, showing a quarter-on-quarter increase of 0.9% but a year-on-year decrease of 12% [1] - The decline in fingerprint recognition module sales is primarily due to the exclusion of certain products produced and sold in India from the sales count starting September 26, 2025, with no similar exclusions in the previous period [1] Group 3: Other Camera Module Applications - Sales of camera modules for IoT and smart automotive applications saw significant year-on-year growth, indicating a positive trend in these sectors [1]

Core Viewpoint - Company reported significant growth in camera module sales driven by increased overseas demand and market share expansion, while fingerprint recognition module sales experienced a decline due to changes in product accounting [1] Group 1: Camera Module Sales - The sales volume of mobile camera modules reached 43.08 million units in December 2025, representing a quarter-on-quarter increase of 13.2% and a year-on-year increase of 40.8% [1] - Total sales of camera modules amounted to 45.938 million units, with a quarter-on-quarter increase of 10% and a year-on-year increase of 43.6% [1] - The growth in camera module sales is attributed to rising demand from overseas clients and an increase in market share, particularly for modules with less than 32 million pixels [1] Group 2: Fingerprint Recognition Module Sales - The sales volume of fingerprint recognition modules totaled 17.947 million units, showing a quarter-on-quarter increase of 0.9% but a year-on-year decrease of 12% [1] - The decline in fingerprint recognition module sales is primarily due to the exclusion of certain products produced and sold in India from the sales count starting September 26, 2025 [1]

Core Viewpoint - Q Technology (01478.HK) reported significant growth in its main product sales for December 2025, particularly in camera modules, driven by increased overseas demand and rising market share [1] Group 1: Sales Performance - Total camera module sales reached 45.938 million units in December 2025, representing a month-on-month increase of 10.0% and a year-on-year increase of 43.6% [1] - Sales of mobile camera modules accounted for 43.08 million units, with a month-on-month growth of 13.2% and a year-on-year growth of 40.8% [1] - Fingerprint recognition module sales totaled 17.947 million units, showing a month-on-month increase of 0.9% but a year-on-year decrease of 12.0% [1] Group 2: Market Drivers - The growth in camera module sales is attributed to increased demand from overseas clients and a continuous rise in market share, particularly for camera modules with less than 32 million pixels [1] - Sales of camera modules for IoT and smart automotive applications have also seen significant year-on-year growth, indicating a positive trend in these sectors [1]

Core Viewpoint - Q Technology (01478.HK) reported its sales data for November 2025, indicating a mixed performance in its main product categories, particularly in camera modules and fingerprint recognition modules [1] Sales Performance Summary - Total camera module sales reached 41.755 million units in November, representing a month-on-month decrease of 11.9% but a year-on-year increase of 0.4% [1] - Sales of mobile camera modules amounted to 38.053 million units, showing a month-on-month decline of 13.6% and a year-on-year decrease of 5.6% [1] - Fingerprint recognition module sales totaled 17.795 million units, with a month-on-month decrease of 3.4% and a year-on-year decline of 8.8% [1] Factors Influencing Sales - The month-on-month decline in camera module sales is attributed to customer project cycles and seasonal factors [1] - Year-on-year growth in other camera module sales is driven by increasing consumer preference for handheld imaging devices and the rising number of camera modules used in smart driving solutions [1] - Significant year-on-year growth in camera module sales for IoT and smart automotive applications is noted [1]

Core Insights - The article discusses the evolution of the Extreme Ultraviolet (EUV) lithography market, highlighting ASML's dominance and Nikon's potential resurgence through alternative technologies like Nanoimprint Lithography (NIL) [1][4][9]. Group 1: ASML's Dominance - ASML currently holds over 60% of the global lithography market and has a 100% monopoly in the EUV sector, which is essential for producing advanced chips [2][3]. - The cost of ASML's EUV equipment ranges from $150 million to $350 million, making it a significant investment for semiconductor manufacturers like TSMC, Samsung, and Intel [2][3]. - The transition to EUV technology has allowed the industry to continue following Moore's Law, integrating billions of transistors onto a single chip [2][3]. Group 2: Nikon's Strategic Shift - Nikon, which once led the market, has shifted focus to mature processes and special applications after abandoning EUV development in the late 2010s [1][3]. - Nikon is planning a comeback by introducing the DSP 100 digital lithography system in 2025, targeting the growing demand for advanced chip packaging [7][9]. - The company is exploring NIL technology, which could significantly reduce costs and energy consumption compared to EUV, making it an attractive option for emerging chip manufacturers [8][11]. Group 3: NIL Technology Advantages - NIL technology allows for direct imprinting of circuit patterns onto wafers, potentially reducing costs to about 40% of EUV systems and energy consumption to around 10% [8][11]. - The NIL process is not constrained by optical diffraction limits, theoretically enabling production below 10 nm, which is suitable for high-repetition memory processes like NAND and DRAM [11]. - Canon has already introduced NIL equipment capable of reaching 14 nm, indicating a competitive landscape where both Nikon and Canon could set new standards in this technology [11].

Core Insights - The core viewpoint of the article highlights the sales performance of Q Technology in October 2025, showcasing significant growth in both camera and fingerprint recognition module sales [1] Sales Performance - Camera module sales reached 47.416 million units, representing a month-on-month increase of 1.6% and a year-on-year increase of 20.4% [1] - Fingerprint recognition module sales totaled 18.413 million units, with a year-on-year growth of 19.2% [1] Market Drivers - The year-on-year growth in camera module sales is attributed to an increase in market share within the smartphone camera module sector, as well as substantial sales growth in the IoT and smart automotive fields [1] - The year-on-year increase in fingerprint recognition module sales is primarily due to market share gains and significant growth in ultrasonic fingerprint recognition module sales; however, there was a month-on-month decline influenced by customer project cycles [1]

Core Insights - Hillstone Technology (01478) reported a total sales volume of camera modules reaching 47.416 million units in October 2025, representing a quarter-on-quarter increase of 1.6% and a year-on-year increase of 20.4% [1] - The sales volume of fingerprint recognition modules totaled 18.413 million units, showing a quarter-on-quarter decrease of 3.3% but a year-on-year increase of 19.2% [1] Camera Modules - The year-on-year growth in camera module sales is attributed to an increase in market share within the smartphone camera module business and significant growth in sales for IoT and smart automotive applications [1] Fingerprint Recognition Modules - The year-on-year increase in fingerprint recognition module sales is due to an increase in market share, particularly in ultrasonic fingerprint recognition modules, while the quarter-on-quarter decrease is influenced by customer project cycle impacts [1]

Core Viewpoint - Q Technology (01478.HK) reported a significant increase in sales for its main products in October 2025, indicating strong market performance in both camera and fingerprint recognition modules [1] Sales Performance - In October 2025, total sales of camera modules reached 47.416 million units, representing a year-on-year increase of 20.4% [1] - Sales of fingerprint recognition modules totaled 18.413 million units, showing a year-on-year growth of 19.2% [1] Market Share and Growth Drivers - The growth in camera module sales is attributed to an increase in market share within the smartphone camera module sector, as well as substantial growth in sales for IoT and smart automotive applications [1] - The rise in fingerprint recognition module sales is primarily due to an increase in market share, particularly in ultrasonic fingerprint recognition modules, despite a decrease in sales compared to the previous month due to client project cycle impacts [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準 確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生 或因倚賴該等內容而引致的任何損失承擔任何責任。 Q TECHNOLOGY (GROUP) COMPANY LIMITED 丘鈦科技(集團)有限公 司 （於開曼群島註冊成立的有限公司） （股份代號：1478） 自願公告 本公告乃由丘鈦科技（集團）有限公司（「本公司」，連同其附屬公司統稱「本集 團」）自願作出。 本公司董事（「董事」）會（「董事會」）謹此宣佈，本集團及本公司之聯營公司 Kunshan Q Tech Microelectronics (India) Private Limited（「印度丘鈦」）於二零二五 年十月主營產品銷售數量詳細如下： 一、本集團主營產品銷售數量（附註） | | 2025年10月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | （千件） | （%） | （%） | | 手機攝像頭模組 | 44,050 | 1.0 | 15.2 | | –其中3,200萬像素以下攝像頭 ...

Core Viewpoint - Q Technology (01478.HK) reported significant year-on-year growth in sales of its main products for September 2025, indicating a strong market position and demand in the camera and fingerprint recognition module sectors [1] Sales Data Summary - In September 2025, the total sales of camera modules reached 46.654 million units, representing a year-on-year increase of 45.1% [1] - The sales of fingerprint recognition modules totaled 19.034 million units, showing a year-on-year growth of 42.3% [1] Market Share and Growth Drivers - The growth in camera module sales is attributed to an increase in market share within the smartphone camera module business, as well as significant sales growth in the IoT and smart automotive sectors [1] - The rise in fingerprint recognition module sales is primarily due to an increase in market share, particularly in the ultrasonic fingerprint recognition module segment [1]