Annual Report 2025

舜宇光學科技（集團）有限公司 • 2025 年報 15 Management Discussion and Analysis 管理層討論與分析 2. Handset camera modules In 2025, the Group optimized its product mix of the handset camera modules, recording increases in both the average selling price and profitability, while maintaining the global No. 1 market share. In terms of high-end products and integration development, the Group increased its investment in the R&D of underlying technology. During the year, leveraging its actuator and ultra-high-precision active optical alignment technology, the Group achieved mass production of an integrated drive and tuning solution of its self-developed periscope actuator modules featuring 200-mega pixel and large image size. The Group also achieved mass production of the industry-first high performance periscope solution with ultra-large aperture and cemented-prism. Through the industry-first ultra – miniaturization technology for modules with quad cut lens, the Group achieved mass production of ultra-low height solutions, making a new breakthrough in customer’s main camera project. The Group continued to make breakthroughs in core technological areas such as ultra-miniaturized molding packaging, ultra-high-precision active optical alignment and high-precision actuation, which significantly strengthened its core competitiveness and comprehensive capabilities in the high-end product segment, driving continuous improvement in the average selling price and profitability. 2. 手機攝像模組 二零二五年，本集團手機攝像模組的 產品結構得到優化，平均單價與盈利 水平錄得雙提升，且市場份額保持全 球第一。在高端產品及一體化開發方 面，本集團加大底層技術研發投入。 於年內，本集團依托馬達和超高精密 光學組裝技術，實現兩億像素大像面 自研潛望馬達模組一體化驅動聯調方 案量產；行業首創高性能超大光圈膠 合棱鏡潛望方案量產；通過行業首創 的四切邊鏡片模組超小型化技術完成 超低肩高方案量產，實現客戶主攝項 目的全新突破。本集團在超小型模塑 封裝、超高精密光學組裝、高精密致 動等核心技術領域持續突破瓶頸，顯 著增強了在高端產品領域的核心競爭 力與綜合實力，持續提升產品平均單 價及盈利能力。