手机镜头

Search documents
舜宇光学9月手机摄像模组出货量增长32%
Ju Chao Zi Xun· 2025-10-10 14:30
业内人士分析,随着全球智能手机市场回暖,高像素、潜望式和多摄模组需求持续增长,光学供应链企业有望迎来出货反弹。舜宇光学凭借技术积累及稳定 的客户结构,在高端摄像模组领域具备领先优势。 (文/罗叶馨梅)10月10日,舜宇光学科技(02382.HK)发布公告,披露公司9月主要产品出货量情况。数据显示,公司手机摄像模组出货量为4,852万件, 同比增长32%。 公告显示,舜宇光学9月手机镜头出货量为1.18亿件,同比下降1%;车载镜头出货量1,166万件,同比增长25%。公司表示,手机摄像模组出货增长主要得益 于部分旗舰机型项目出货增加,以及新产品结构优化带动整体出货规模提升。 舜宇光学是国内光电行业龙头企业,业务涵盖光学镜头、摄像模组、车载镜头等领域。近年来,公司持续加大在高端手机光学模组、车载镜头及AR/VR光 学系统的研发投入,提升产品竞争力与客户渗透率。 在车载业务方面,随着智能驾驶渗透率提升,摄像头模组应用需求显著扩大。舜宇光学通过优化车规级镜头产品结构和产能布局,进一步增强了在智能汽车 光学系统领域的竞争力。 市场分析指出,受益于终端新品发布及汽车电子业务稳健增长,舜宇光学下半年业绩有望持续改善。公司未 ...
舜宇光学科技(02382.HK)9月手机镜头出货量环比增长1.9% 车载镜头出货量同比上升25.2%
Ge Long Hui· 2025-10-10 09:09
升。 于光电产品分部,手机摄像模组出货量4852.4万件,环比增长15.3% ,同比增长32.0%;其他光电产品 642.2万件,环比增长12.6%,同比减少12.2%。 9月份,车载镜头出货量同比上升25.2%,主要是因为客户端的需求有所提升;环比上升15.8%,主要是 因为应客户需求,8月的部分产品延迟至9月出货。手机摄像模组出货量同比上升32.0%,环比上升 15.3%,主要是因为客户端的需求有所提 格隆汇10月10日丨舜宇光学科技(02382.HK)公布2025年9月各主要产品出货量,2025年9月,于光学零件 分部,玻璃球面镜片出货量283.9万件,环比减少7.3% ,同比增长3.8%;手机镜头出货量1.18亿件,环 比增长1.9%,同比减少1.0%;车载镜头出货量1166.0万件,环比增长15.8%,同比增长25.2%;其他镜 头出货量1156.6万件,环比减增长27.4% ,同比减少20.6%。 ...
舜宇光学科技:9月手机镜头出货量环比增长1.9%
Zheng Quan Shi Bao Wang· 2025-10-10 09:08
人民财讯10月10日电,舜宇光学科技在港交所公告,9月手机镜头出货量1.18亿件,环比增长1.9%,同 比下降1%;车载镜头出货量1166万件,环比增长15.8%,同比增长25.2%;手机摄像模组出货量4852.4 万件,环比增长15.3%,同比增长32%。 ...
舜宇光学科技:9月手机摄像模组出货量为4852.4万件 环比增加15.3% 同比增加32%
Zhi Tong Cai Jing· 2025-10-10 09:02
车载镜头出货量同比上升25.2%,主要是因为客户端的需求有所提升;环比上升15.8%,主要是因为应客 户需求,8月的部分产品延迟至9月出货。 手机摄像模组出货量同比上升32.0%,环比上升15.3%,主要是因为客户端的需求有所提升。 舜宇光学科技(02382)发布公告,于2025年9月,手机镜头出货量为约1.18亿件,环比增加1.9%,同比减 少1%;车载镜头出货量为1166万件,环比增加15.8%,同比增加25.2%。手机摄像模组出货量为4852.4万 件,环比增加15.3%,同比增加32%。 ...
舜宇光学科技(02382):9月手机摄像模组出货量为4852.4万件 环比增加15.3% 同比增加32%
智通财经网· 2025-10-10 08:54
车载镜头出货量同比上升25.2%,主要是因为客户端的需求有所提升;环比上升15.8%,主要是因为应客 户需求,8月的部分产品延迟至9月出货。 手机摄像模组出货量同比上升32.0%,环比上升15.3%,主要是因为客户端的需求有所提升。 智通财经APP讯,舜宇光学科技(02382)发布公告,于2025年9月,手机镜头出货量为约1.18亿件,环比 增加1.9%,同比减少1%;车载镜头出货量为1166万件,环比增加15.8%,同比增加25.2%。手机摄像模组 出货量为4852.4万件,环比增加15.3%,同比增加32%。 ...
舜宇光学科技(02382) - 自愿公告 - 二零二五年九月出货量
2025-10-10 08:48
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之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表明概不會就本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 自願公告 本公告乃由舜宇光學科技(集團)有限公司(「本公司」)自願刊發。 本公司董事(「董事」,各為一名「董事」)會(「董事會」)謹此宣佈,本公司於2025 年9月各主要產品出貨量詳細如下: 光學零件 | | 2025年9月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | (千件) | (%) | (%) | | 玻璃球面鏡片 | 2,839 | -7.3% | +3.8% | | 手機鏡頭 | 117,504 | +1.9% | -1.0% | | 車載鏡頭1 | 11,660 | +15.8% | +25.2% | | 其他鏡頭 | 11,566 | +27.4% | -20.6% | SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜 宇 光 學 科 技( 集 團 )有 限 公 司 (於開曼群島註 ...
大立光9月营收连四红 攀一年高点 10月出货动能不坠
Jing Ji Ri Bao· 2025-10-05 23:10
手机镜头龙头大立光10月5日公告9月合并营收62.3亿元新台币,攀上一年来高点,月增4%,反映iPhone 17系列新机上市铺货热潮,并且缴出连四月增长的成绩单。展望后市,大立光表示,10月客户拉货动能 和9月差不多,产品出货动能不坠。 大立光表示,9月镜头产品出货组合中,1000万像素占比约60%至70%最高,2000万像素以上产品占比 约10%至20%,800万像素产品占比约10%以下,其他产品则占10%至20%。 受惠苹果新机上市效应,大立光目前产能已达满载,新机拉货对第三季度毛利率有正面助益,加上第三 季度因新台币由升转贬,法人认为汇率走向对大立光上季毛利率表现较为有利。 大立光为全球手机镜头龙头,通吃苹果及非苹阵营旗舰机镜头订单,也是iPhone 17系列新机主力镜头 供应商,受惠新机铺货潮启动,加上苹果持续追加订单,营收连四月增长。 法人指出,iPhone 17系列新机9月中旬开卖后,销售状况优于预期,带动相关零组件需求持续增温,尤 其今年新机因相机功能大幅提升,成为主要卖点,推升大立光出货动能转强。 大立光9月业绩年减4%;第三季度合并营收176.7亿元新台币,季增51%,但较去年同期衰退7%; ...
舜宇光学传闻未影响股价
Shen Zhen Shang Bao· 2025-09-22 08:23
【深圳商报讯】(记者 詹钰叶)一张关于舜宇光学科技集团公告的照片在社交平台引发热议。公告提 到,经总裁提议、董事会批准,决定免去浙江舜宇光学有限公司总经理张超君职务,且该决定即日执 行。 图片传开后不久,舜宇集团内部社区平台发布了一则"重要提醒",要求"严禁外发公司内部公告文件", 表示监测到有员工私自拍照并外泄公司内部公告文件内容,违反了信息安全管理规定,对公司造成负面 影响,公司将进一步加大对此类行为的管控和处罚力度。 舜宇光学科技集团官网显示,浙江舜宇光学有限公司为舜宇光学科技(集团)有限公司下属子公司之 一。公开资料显示,张超君曾在舜宇光学多个关键岗位任职,负责业务板块涉及手机镜头、车载光学等 核心领域,获得过省级五一劳动奖章。 传闻并未对港股舜宇光学科技股价带来显著波动,上周股价涨幅为0.18%,收于81.55港元。此前公司披 露的半年报超出市场预期,今年上半年公司实现营业收入196.52亿元,同比增长4.2%;归属于上市公司 股东的净利润16.46亿元,同比增长52.6%。 ...
国信证券:维持舜宇光学科技“优于大市”评级 产品结构改善推动盈利能力提升
Zhi Tong Cai Jing· 2025-09-17 06:05
Core Viewpoint - Guosen Securities maintains an "outperform" rating for Sunny Optical Technology (02382), optimistic about the profit improvement from smartphone product upgrades and the rapid development in automotive optics and emerging optical fields, projecting net profits of 3.73 billion, 4.33 billion, and 5.07 billion yuan for 2025-2027 [1] Group 1: Financial Performance - In the first half of the year, the company's revenue grew by 4.2% year-on-year, with net profit attributable to shareholders increasing by 52.6% [1] - The company reported a revenue of 19.65 billion yuan (YoY +4.20%) and a net profit of 1.65 billion yuan (YoY +52.56%) for the first half of the year [1] - The overall gross margin for the first half was 19.82%, an increase of 2.61 percentage points year-on-year, driven by improved product mix in smartphone lenses and camera modules, as well as faster growth in higher-margin automotive business [1] Group 2: Smartphone Product Development - Revenue from smartphone-related products reached 13.25 billion yuan (YoY +1.68%), accounting for 67.4% of total revenue [2] - The company shipped 807 million smartphone lenses and 313 million camera modules from January to August 2025, with increasing participation in flagship models of major terminal customers [2] - The company has achieved mass production of various types of periscope products through a multi-group system solution [2] Group 3: Automotive Product Growth - Revenue from automotive-related products was 3.40 billion yuan (YoY +18.19%), representing 17.3% of total revenue [3] - The company shipped 86 million automotive lenses from January to August 2025, with a year-on-year growth of 22.3%, maintaining the global market leader position in both automotive lens and 8-megapixel module market share [3] - The company has developed a new generation of defogging technology, applied in multiple automotive projects, and is advancing high-pixel glass-plastic hybrid automotive lens innovations [3] Group 4: XR and IoT Market Expansion - Revenue from AR/VR-related products reached 1.20 billion yuan (YoY +21.07%), accounting for 6.1% of total revenue [4] - The company is extending core process technologies accumulated in the MR field to AR product lines, achieving mass production of polarization beam splitter lens groups and successful trials of virtual imaging lenses [4] - The company has achieved full coverage of imaging lenses for mainstream smart glasses customers and maintains a leading market position in the smart glasses imaging module industry [4]
存储芯片巨头突发涨价,全系上调10%
21世纪经济报道· 2025-09-14 13:38
Core Viewpoint - The article discusses the changing dynamics in the smartphone supply chain and market, highlighting price increases in storage components and the impact of government subsidies on consumer behavior and market competition [1][3]. Group 1: Supply Chain Changes - Sandisk has announced a price increase of over 10% for all its products, indicating a potential new wave of price hikes in the storage market [1]. - Major manufacturers have halted production of DDR4 products, leading to a price inversion with DDR5, although some have decided to delay complete shutdowns due to ongoing demand [1]. - The DRAM price index has risen approximately 72% in less than six months, with DDR4 and LPDDR4X prices starting to increase from the second quarter [9]. Group 2: Market Trends - The domestic smartphone market experienced a "rise and then decline" trend in the first half of the year, with high-end market support becoming more pronounced [3]. - IDC reported that smartphone shipments in China fell by 4.0% year-on-year in Q2 2025, ending six consecutive quarters of growth [3]. - The government subsidy program ("国补") has had a significant but temporary stimulating effect on high-end smartphone sales, with a noted increase in sales of devices priced over $600 by approximately 9.2% [6][9]. Group 3: Company Performance - Sunny Optical reported a revenue increase of 4.2% year-on-year to 19.652 billion yuan, with a gross profit margin improvement despite a 21.0% decline in smartphone camera module shipments [4]. - Q Technology achieved a revenue of approximately 8.832 billion yuan, a 15.1% increase, driven by growth in non-smartphone camera module sales [4]. - The average selling price of camera modules increased by about 27.2%, contributing to revenue growth despite a decline in shipment volumes [6]. Group 4: Competitive Landscape - The smartphone industry is now characterized by intense competition in a saturated market, with companies focusing on product differentiation and high-quality offerings to drive consumer upgrades [3][12]. - Companies are adapting to the changing market by enhancing their product lines and expanding their retail presence, with plans to open additional service and experience stores [12].