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舜宇光學科技(02382.HK):6月手機鏡頭出貨量9505.6萬件 環比減少3.1%

格隆匯7月10日丨舜宇光學科技(02382.HK)公佈2025年6月各主要產品出貨量,2025年6月,於光學零件分部,玻璃球面鏡片出貨量217.3萬件,同比減少3.9%;手機鏡頭出貨量9505.6萬件,環比減少3.1%,同比減少12.7%;車載鏡頭出貨量1105.1萬件,同比增長44.6%;其他鏡頭出貨量1041.9萬件,同比增長37.4%。

於光學零件分部,手機攝像模組出貨量4193.2萬件,同比增加0.7%;其他光電產品出貨量443萬件,同比增加21.3%。

公告表示,手機鏡頭出貨量同比下降12.7%,主要是因爲公司專注於中高端案子,且產品結構較去年同期顯着改善。車載鏡頭出貨量同比上升44.6%,主要是因爲客戶端的需求有所提升。其他鏡頭出貨量同比上升37.4%,主要是因爲泛物聯網領域鏡頭的出貨量大幅增長,且公司市場份額進一步提升。此外,手機攝像模組出貨量環比上升11.1%,主要是因爲某客戶項目週期因素。

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