Huawei’s new machine sales are hot, and China’s domestic camera module and lens manufacturers may usher in new development opportunities

Huawei Mate 60 series mobile phones are loved by consumers, which is the "second light" on the shelf, and are displayed as "temporarily out of stock" on major sales platforms. In addition, there are media reports that the reservation volume of Huawei Mate 60 RS Extraordinary Master has exceeded 1.132 million. Yu revealed at the press conference that HarmonyOS 4 has currently upgraded 60 million devices and added 1.2 million users per day.

According to authoritative market research data, Huawei reached 17% sales market share in W36(September 4 – September 10), rising to the second place in China's mobile phone sales ranking. The research report released by Western Securities pointed out that "thanks to the sales of Mate60 series, Huawei has now raised the 2023 mobile phone shipment target from the estimated 30 million units at the beginning of the year to 40 million units, and the market has given better expectations for next year's shipment outlook." The H supply chain target in the entire consumer electronics supply chain has come out of a relatively strong market performance."

Under the positive influence of the hot sales of Huawei's new machine, domestic camera module and lens manufacturers may usher in new development opportunities, and the third quarter performance is expected to improve. China Merchants Securities said in the research report: domestic camera module and lens manufacturers have been damaged by the weak demand for Android phones and inventory adjustment, Huawei high-end machine rise is expected to drive recovery, to Oufei light as the representative of domestic camera module manufacturers in the second half of the performance worthy of attention and expectations. According to the industry chain news, in the four core structural parts of the camera, as one of the most important partners of Huawei over the years, Oufei Light is the only dual supplier of lens and module in the Mate 60 series.

As the main supplier of high-end camera products in the smartphone business, Ophil entered the field of optical imaging systems as early as 2012. According to public information, the company has become the mainstream supplier of high-pixel camera modules in the industry by virtue of its optical innovation advantages and core customer advantages accumulated in the field of consumer electronics, as well as its self-developed AA focusing process, high automation level of production lines and large-scale production capabilities.

According to public data, Ofiguang turned a loss into a profit in the second quarter, with a profit of 4.3921 million yuan in a single quarter. Regarding the external reasons for the change in the company's performance in the second quarter and the outlook for subsequent performance, Ofiguang mentioned on the Shenzhen Stock Exchange Interactive on September 12 that with the gradual release of order volume, production and sales in the second quarter of 2023 achieved quarter-on-quarter and year-on-year growth, while the company adopted a series of cost reduction and efficiency measures, which have achieved certain results, and the overall profitability and operating performance have improved. The company closely around the "focus on the core, innovation-driven, solid foundation, stable and long-term" development ideas, through technology research and development and product innovation, continue to optimize the company's internal resource allocation and business structure, improve the proportion of high value-added products, and strive to improve the company's overall operating efficiency and profitability.

The boom of Huawei mobile phones has undoubtedly injected a shot in the arm into the domestic consumer electronics market, playing an important role in boosting market confidence and awakening market vitality. At present, localization has become the trend of The Times, in this context, for the domestic optical leader Oufei light, or will be a good time to actively open up the growth curve.

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