舜宇光学产品调整！剑指五亿颗出货量

52RD2025-12-15

12月10日，舜宇光学科技（02382.HK）发布运营数据公告。数据显示，公司11月手机镜头出货量达1.19亿颗，同比增长7.5%；手机摄像模组出货量4149万颗，同比增幅为10.9%；车载镜头出货量实现1263万颗，同比大幅攀升69.4%。公告中明确提及，车载镜头与手机摄像模组出货量的同比增长，核心驱动力源于下游客户需求的显著提升。从累计数据来看，今年前11个月，舜宇光学手机摄像头模组的总出货量...

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The sword aims at 500 million shipments","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02382":1.5},"content_text":"12月10日，舜宇光学科技（02382.HK）发布运营数据公告。数据显示，公司11月手机镜头出货量达1.19亿颗，同比增长7.5%；手机摄像模组出货量4149万颗，同比增幅为10.9%；车载镜头出货量实现1263万颗，同比大幅攀升69.4%。公告中明确提及，车载镜头与手机摄像模组出货量的同比增长，核心驱动力源于下游客户需求的显著提升。从累计数据来看，今年前11个月，舜宇光学手机摄像头模组的总出货量为4.48亿颗。以此推算，该品类全年出货量同比下滑已基本成定局。目前市场关注的焦点在于，在公司聚焦中高端订单、推进产品结构优化的战略布局下，全年手机摄像头模组出货量能否冲击5亿颗的目标。结合今年以来的整体出货表现，这一目标的达成仍面临不小的压力。需要强调的是，自进入第四季度以来，舜宇光学车载镜头单月出货量持续稳定在1200万颗以上的高位区间，这一数据直观印证了智能驾驶领域相关产品的市场需求依旧保持旺盛态势。今年前11个月，公司车载镜头累计出货量达1.23亿颗，较去年同期增长27.87%，行业头部地位的领先优势进一步巩固。时间回溯至12月8日，舜宇光学曾发布另一则重要公告，宣布与歌尔股份旗下歌尔光学的换股合并交易已完成交割。根据交易方案，舜宇光学旗下全资附属公司将所持上海奥来全部股权作价约19.03亿元，用以认购歌尔光学新增注册资本。交易完成后，舜宇光学将持有歌尔光学约31.31%的股权，跻身其第二大股东之列。市场普遍认为，这一动作是舜宇光学加码布局XR领域的关键信号。此次双方携手，核心目的在于实现技术层面的优势互补——将光波导组件技术与晶圆级微纳光学工艺深度融合，共同打造覆盖AI智能眼镜及AR硬件的一体化光学解决方案。面对竞争对手推出的低成本光学方案所带来的市场挑战，此次换股合并能够快速完成资产整合并形成成熟产能，进而助力企业在白热化的赛道竞争中提升综合竞争力。当前，谷歌、Meta等科技巨头正围绕生态定义与产品研发展开激烈角逐，争夺下一代智能终端的入口话语权。在此背景下，上游核心光学部件领域的整合动作，标志着供应链的竞争逻辑已从单一环节的技术创新，转向全链条的系统级协同。这种产业协同模式，将进一步加速未来消费电子产品的技术迭代进程与规模化量产落地速度。本文由作者原创，52RD转载是为分享该信息或观点，不能代表对观点的支持，如果有任何异议，欢迎联系我们。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591621102","isCrawlerRequest":true}