Core Viewpoint - The company has shown a positive trend in mobile camera module shipments, with a year-on-year growth in June, driven by the launch of Huawei's flagship model [3] Group 1: Mobile Camera Modules - In June, the company's mobile camera module shipments reached 32.648 million units, with a month-on-month increase of 0.8% and a year-on-year increase of 1.5%, marking the first positive year-on-year growth in the first half of 2025 [3] - The total mobile camera module shipments for the first half of 2025 were 183.866 million units, reflecting a year-on-year decline of 14.8%, attributed to the company's focus on high-end products and reduction of low-end product shipments [3] - The proportion of shipments for camera modules with 32MP and above reached 53.4%, an increase of 5.5 percentage points year-on-year, indicating an upgrade in product specifications [3] - The company expects that the ongoing trend of optical specifications upgrades in mobile phones will drive significant increases in average selling price (ASP) and gross margin in the second half of 2025 [3] Group 2: Other Camera Modules - In June, the company's shipments of other camera modules reached 1.7 million units, with a month-on-month increase of 10.2% and a year-on-year increase of 99.3%, primarily due to significant growth in IoT and smart automotive camera module shipments [4] - The total shipments of other camera modules in the first half of 2025 saw a year-on-year increase of 47.9%, with the first and second quarters showing year-on-year increases of 16.6% and 86.3%, respectively [4] - The company has a broad layout in optical products for drones and handheld imaging devices, including camera modules and visual modules, and expects continued high growth in IoT camera module shipments due to the rapid expansion of the global consumer drone and handheld imaging device market [4] Group 3: Fingerprint Recognition Modules - In June, the company's fingerprint recognition module shipments reached 13.9 million units, with a month-on-month decrease of 8.8% and a year-on-year increase of 7.3% [5] - The first half of 2025 saw fingerprint recognition module shipments of 94.357 million units, reflecting a year-on-year increase of 59.7%, attributed to the company's increased market share [5] - The high-value ultrasonic fingerprint recognition modules have seen a significant increase in monthly average shipments, rising from 1.35 million units in the second half of 2024 to 2.273 million units in the first half of 2025, driving product specification upgrades [5]

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