舜宇光学科技9月数据点评:安卓备货旺季提前 手机摄像模组销量大增

中金公司
Oct 14, 2025

公司近况舜宇光学科技公布9 月出货量数据:1)手机光学:手机摄像模组出货4,852.4 万片,同/环比+32.0%/+15.3%,主因客户需求提升。手机镜头出货1.18 亿片,同/环比-1.0%/+1.9%,主因产品结构调整。2)车载相关产品:车载镜头出货1,166.0 万片,同/环比+25.2%/+15.8%。3)其他领域:其他镜头/其他光电产品出货同比-20.6%/-12.2%,主要与VR需求...

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