Although the overall shipment situation of the mobile camera module market in May can be described as "not prosperous during the peak season", Gui has basically completed the establishment of a new ecosystem.

 

On June 12th, Sunny Optical Technology announced on the Hong Kong Stock Exchange that the shipment volume of mobile camera modules in May was 37.729 million units, a decrease of 3.9% month on month and 17.1% year-on-year.
 

Previously, data released by Qiuti Technology showed that the shipment of mobile camera modules in May was 32.38 million units, a month on month increase of 1.9% and a year-on-year decrease of 17.5%.
 

The two major mobile camera module manufacturers mentioned above are not only suppliers of Huawei's newly released Pura 80 series, but also among the top two global companies. From the total shipment situation of the first five months, both have experienced varying degrees of decline compared to the same period last year.
 

There are at least three reasons for this.
 

Firstly, according to incomplete statistics from the Tide Electric Think Tank, the new phones released in May this year include Huawei nova14 series, Xiaomi 15S Pro, OPPO Reno14 series, vivo S30 series, Honor 400 series iQOO Neo10 Pro+、 More than ten models, including the OnePlus Ace5 Ultimate Edition, cover the mid to high end market.
 

Behind the seemingly "god fight" scene, in fact, the stock of new phones from various mobile phone manufacturers is still seeking stability or even conservative, combined with the supplier's own inventory digestion factors, so the overall shipment volume of cameras has not increased.

Secondly, the rules of the mobile camera module market have changed. First tier companies such as Shunyu Optics, Qiuti Technology, and OFILM have strategically abandoned unprofitable orders in order to improve product structure and enhance profitability quality, focusing on the mid to high end market.
 

However, surprisingly, according to the Tide Electric Think Tank, a mobile camera module S manufacturer from a certain second tier camp is no longer accepting orders below 32MP specifications, except for serving a few old customers. Compared to the head power, this is a great test of its comprehensive competitiveness in terms of technological innovation, production capacity utilization rate, and upstream and downstream resource linkage.
 

The market has gradually diverged from the previous chaotic situation. It is reported that some mobile phone camera module factories that mainly produce low-end specifications have already experienced a surge in orders this year.
 

The Tide Electric Think Tank believes that without the previous pursuit of market share in price competition, the operating conditions of many companies this year will generally be a new situation of reducing and increasing income, and the industry will further develop towards healthy and rational development.

Thirdly, the non mobile phone field is flourishing everywhere and is on the eve of a large-scale outbreak.
 

Based on the mobile phone basic disk business, accelerating the expansion into non mobile phone sectors has become the main theme of the optical industry. This can be fully reflected in the market actions of Qiuti Technology.
 

June 4th. Qiuti Technology has completed the private placement of poLight, a Norwegian listed tunable optical technology company, and has successfully become its largest single shareholder as a result. For Qiutai Technology, by quickly entering the global top customer supply system through poLight, it not only has a solid endorsement of high-quality projects in the AI+AR field, but also has the potential to stand at the forefront of the industry.
 

In the first five months of this year, Qiuti Technology shipped 6.383 million non mobile camera modules, an increase of 38.43% compared to the same period last year. As more customer orders continue to load in fields such as automobiles, AI glasses, and IoT, the shipment volume of products in this sector continues to reach new highs.
 

It is worth noting that according to the 2024 financial report of Qiuti Technology, the non mobile phone sector not only provided the second driving force for the rapid growth of the company's business during the reporting period, but also accounted for 51.5% of the total sales of 32 million pixel and above camera modules, and pushed the average unit price from 30.95 yuan in the previous year to 34.12 yuan.
 

As for Sunny Optics and OFILM, they are used in automobiles XR、 The revenue scale of fields such as drones, smart door locks, and healthcare is gradually increasing, and the layout of emerging businesses will also tend to be more perfect.
 

Therefore, it can be inferred that the small camera module manufacturers that previously worked in the non mobile phone field may once again face the fate of being brutally harvested in the future.