Haoyu June mobile phone lens shipments increased by 83% year-on-year, once again into the Samsung supply chain

According to the micro-network news, Sunny Optical Technology announced the shipment volume in June 2018. In optical parts, the number of glass spherical lenses was 2.486 million, a decrease of 2.7% from the previous month and a decrease of 17% from the same period of last year. The number of mobile phone lenses was 87.27 million, an increase of 13.5% from the previous month. , an increase of 83% year-on-year; vehicle lens 3.09 million, a 2% increase from the previous month, an increase of 23.2%; other lenses 3.76 million, an increase of 174.2%, a year-on-year decrease of 1.1%.

Optoelectronic products: Mobile phone camera module shipments were 35.459 million pieces, up 4.1% quarter-on-quarter and up 35.8% year-on-year; other optoelectronic products shipped 751,000 pieces, up 5.1% from the previous month and down 10.3% year-on-year. Optical instruments: Micro-instrument shipments reached 29.552 million, an increase of 42.6% from the previous month and an increase of 77.9% from the same period last year.

Sunny Optical said that handset lens shipments increased by 83.0% year-on-year, mainly due to the increase in the company's mobile phone lens market share. Car lens shipments increased by 23.2% year-on-year, mainly due to the rapid growth of automotive imaging and the company's car lens worldwide. The market share increased compared with the same period of last year. The shipment of mobile camera module increased by 35.8% year-on-year, mainly because the company's share in the domestic smartphone market increased.

The China Blonde Report reported that the shipments of Hanyu Technology's mobile phone lens and camera module reached a record high in June. The company will benefit from the smart phone upgrade trend, and it is expected that more smart phones will use three-lens and 3D sensor modules. At the same time, its vehicle lens business is expected to accelerate in the second half of the year. The company's market share in mobile phone lenses will further increase, which will offset the downward pressure on the camera module due to increased competition.

Re-enter the Samsung supply chain

According to the Korean media "ETNews", Sunny Optical will supply Samsung's camera module for low-end smartphones, which will be launched in the second half of this year. Sunny Optical relies on the independently developed Lens Actuator Module and price competition. Force, became the first supplier to undertake the most supply. Industry insiders said that 'this is Samsung's first choice of Chinese manufacturers as camera module suppliers, and Sunny Optical successfully entered the Samsung supply chain to attract attention'.

Prior to this, Sunny Optical has successfully supplied lenses to Samsung's flagship Galaxy S9. In addition to the lens, this time extended the field to the camera module.

It is reported that this is the first time that Chinese optical manufacturers have entered the supply chain of Samsung's high-end smartphones. Prior to this, Samsung Electronics mainly purchased lens and camera modules from Korean manufacturers such as Samsung Motor, PARTRON, MCNEX, etc. Sunny Optical entered Samsung Electronics The supply chain means that Chinese component manufacturers have gained recognized competitiveness in terms of technology, quality and price. It is expected that competition with Korean domestic manufacturers will become more intense in the future.

In fact, Sunny Optical is also actively preparing for Samsung's business activities. According to industry news, Sunny Optical has established a Samsung Electronics dedicated department, and will set up a research institute to support product verification and development activities by the end of this year.

It is reported that Sunny Optical was established in 1984 and is the largest optical product manufacturer in China. It is mainly engaged in the development, manufacture and sale of optical related products, including lenses, camera modules, microscopes, measuring equipment, etc., according to market research institute i-Research And Hana Financial's data, Sunny Optical's market share in the market in 2015 was about 8%, Huawei, OPPO, vivo, etc. are its main customers, its global market share has long surpassed LG Innotek, Sharp, Samsung Motor.

At present, Sunny Optical has become the world's number one car lens manufacturer, the world's second glass lens, mobile phone lens supplier, the world's top two mobile phone camera module manufacturer. Also because of the support of Chinese mobile phone manufacturers and the general market , Sunny Optical has been able to strengthen its technology and quality, coupled with its existing market price competitive advantage, to supply products to world-class mobile phone manufacturers including Samsung and Apple.

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