Sunny Optics: Mobile phone lens shipments fell 11% year-on-year Market demand was weak

【CNMO News】Recently, the head manufacturer of the mobile phone and auto parts supply chain, Sunny Optics, announced on the Hong Kong Stock Exchange on February 11 that due to the 11% year-on-year decline in mobile phone lens shipments in January, lower than the shipment volume in the same period last year, it was determined that the current demand for lenses in the mobile phone market was relatively weak, and the analysis was due to the high shipment base of the same period last year or the remaining inventory of manufacturers. At the same time, however, in-vehicle lens shipments rose 55.3% month-on-month, mainly due to a lower shipment base due to the Impact of the Christmas holiday in December.

Sunny Optics: Mobile phone lens shipments fell by 11% year-on-year (source from the network)

According to the announcement, in December 2021, in terms of optical parts, Sunny Optics shipped 4.318 million pieces of glass spherical lens, an increase of 28.8% month-on-month and a year-on-year decrease of 7%; mobile phone lens shipments of 121 million pieces, down 2.2% month-on-month and 7.3% year-on-year; vehicle lens shipments of 4.848 million pieces, down 3.5% month-on-month, a year-on-year decrease of 15.5%; other lens shipments of 10.567 million pieces, an increase of 5.3% month-on-month, an increase of 32% year-on-year.

The company belongs to the head of the industry chain, in the research report released by Credit Suisse a few days ago to maintain its "better than the market" rating, Sunny Optics next year mobile phone camera module / mobile phone lens / and car lens shipments will increase by 13%, 15%, 25% year-on-year, while it is believed that it will continue to maintain its leading position in vehicle lens, and increase the shipment of in-vehicle camera modules, and LiDAR will become the long-term driving force of the automotive business.

To this end, Sunny Optics is also fully prepared, there was news that Sunny Optics will participate in the early development of Samsung Electronics' low-end model Galaxy A23 5G main camera, the industry expects that Sunny Optics will follow the mobile phone lens, the camera module market will also launch a low-price offensive. In addition, Sunny Optics will lead the development of a 50-megapixel wide-angle camera module using OIS, mainly to provide the initial production of related products. As a result of its initial involvement, Sunny Optics will be the first camera module shipped in the GalaxyA23 5G.