6月手机摄像模组出货量同比增速转正、手机镜头出货量同比下降：1）6月手机摄像模组出货量环比+11.1%、同比+0.7%，25H1首次同比增速转正，主要由于客户项目周期因素。25H1手机摄像模组出货量同比-21.0%，低于25年全年增速指引[+5%,10%]区间下限，主要由于聚焦中高端项目、去年同期基数较高，鉴于下半年安卓传统旺季，预计25H2手机摄像模组出货量有望同比上升。2）6月手机镜头出货量...
Source Link6月手机摄像模组出货量同比增速转正、手机镜头出货量同比下降：1）6月手机摄像模组出货量环比+11.1%、同比+0.7%，25H1首次同比增速转正，主要由于客户项目周期因素。25H1手机摄像模组出货量同比-21.0%，低于25年全年增速指引[+5%,10%]区间下限，主要由于聚焦中高端项目、去年同期基数较高，鉴于下半年安卓传统旺季，预计25H2手机摄像模组出货量有望同比上升。2）6月手机镜头出货量...
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