智能手机镜头

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野村:舜宇管理层对汽车镜头业务前景更乐观 上调全球车用镜头出货量预测
news flash· 2025-06-20 02:31
Core Viewpoint - Nomura's research report indicates that Sunny Optical Technology's management is more optimistic about the automotive lens business outlook, driven by the increasing adoption rate of ADAS in China [1] Group 1: Automotive Lens Business - The company has raised its global automotive lens shipment forecast for this year from 340,000 units to over 400,000 units [1] - Sunny Optical aims to increase its market share in the automotive camera module market, currently holding a 3% market share, with a target to rank among the top three industry players within the next 3 to 5 years [1] Group 2: Smartphone Market - The company anticipates a year-on-year growth of approximately 1% in global smartphone shipments, a decrease from the previous forecast of 2% to 3% growth [1] - It is expected that the growth of the Chinese smartphone market will surpass that of the global market [1]
三星电机拟引入喷墨打印技术生产镜头模块 最早或用于Galaxy S26系列旗舰机
Huan Qiu Wang· 2025-05-28 03:02
据悉,喷墨打印技术通过精密控制液态材料的沉积,可在镜头模块表面实现纳米级涂层与电路图案的精准加工。相较于传统光刻工艺,该技术 无需掩膜板,可显著降低生产成本并缩短制造周期。三星电机或将其应用于镜头抗反射涂层、微型电路布线等环节,以提升镜头透光率、减少 杂散光干扰,同时优化模块的轻薄化设计。 【环球网科技综合报道】5月28日消息,据韩媒The Elec报道,三星电机(Samsung Electro-Mechanics)正计划在其智能手机镜头模块生产中引 入喷墨打印(inkjet printing)技术,该技术最早有望应用于2025年发布的Galaxy S26系列旗舰手机中。 分析认为,三星电机作为全球智能手机镜头模块的主要供应商之一,近年来持续推进技术创新以应对市场竞争。喷墨打印技术的引入,不仅可 满足Galaxy S系列等高端机型对镜头成像质量的严苛要求,亦有望通过工艺革新降低生产成本,巩固其在苹果、谷歌等品牌供应链中的优势地 位。若技术成熟,未来或进一步推广至中低端产品线。 分析人士还指出,喷墨打印技术在光学组件领域的应用仍处于早期阶段,三星电机的尝试或为行业提供新思路。目前,手机镜头模块生产主要 依赖光刻 ...