Steadfast Progress, Embarking on a New Journey – 2025 Optical Lens Sales Review and 2026 Outlook

In 2025, the global optical lens market steadily progressed amidst resonant demand from multiple sectors. We, together with all our customers, suppliers, and global partners, achieved robust growth amidst change and opportunity. This year, the global optical lens market demand reached 6.43 billion units, with total output exceeding US$10 billion, representing a year-on-year increase of 7.3%. Our sales performance closely followed industry trends, delivering outstanding results. While consumer electronics remained the main driver of demand, emerging sectors such as automotive, security, and industrial automation became core growth engines. Automotive lenses performed particularly well, with demand surging 17.6% year-on-year to 440 million units, and total output increasing by 19.1%. We accurately grasped this trend, increased our investment in high-end automotive lenses, and gained recognition from both the market and customers. The security lens business also expanded steadily, benefiting from increased demand in smart cities and smart home security, achieving a year-on-year growth of 6.1%. Industrial lenses maintained stable revenue growth thanks to the widespread application of machine vision technology. Every achievement is inseparable from the trust and support of our customers, the strong backing of our suppliers, and the concerted efforts of our global partners. Your trust is the most solid foundation for our progress.

Looking ahead to 2026, the optical lens industry will usher in even broader development prospects. Driven by both policy support and technological iteration, the global industry is expected to maintain an average annual compound growth rate of around 8.5%. High-end automotive lenses, driven by the increasing penetration rate of L3 and above autonomous driving, will see a growth rate exceeding 15%, becoming the core driver of growth. The demand for high-resolution, miniaturized, and customized lenses in AI-enabled intelligent vision systems, industrial inspection, AR/VR, and other fields will continue to surge. We will continue to deepen our core focus, concentrating on technological innovation and product upgrades, achieving breakthroughs in key technologies.

Once again, we extend our sincerest gratitude to all our customers, suppliers, and global partners! We are grateful for your unwavering support and companionship along the way. 2026 is a year full of opportunities, and even more so, a year of joint progress. Let us, with unwavering faith and pragmatic actions, seize the opportunities for industry development and create a more brilliant future in the field of optical lenses!

Soyo Security Co.Ltd

Anhui Soyo Security Co Ltd

笃行致远，共赴新程——2025光学镜头销售回顾与2026前景展望

2025年，全球光学镜头市场在多领域需求共振中稳步前行，我们携手所有客户、供应商与全球合作伙伴，在变革与机遇中实现了稳健增长。这一年，全球光学镜头市场需求量达64.3亿颗，总产值成功突破100亿美元，同比增长7.3%，而我们的销售业绩紧随行业浪潮，交出了亮眼答卷。消费电子领域虽仍是需求主力，但车载、安防、工业自动化等新兴赛道成为核心增长引擎，其中车载镜头表现尤为突出，全年需求量同比激增17.6%至4.4亿颗，总产值增长19.1%，我们精准把握这一趋势，加大高端车载镜头布局，收获了市场与客户的双重认可；安防镜头业务同步稳步扩张，受益于智慧城市与智能家居安防需求增长，实现6.1%的同比增长，工业镜头则凭借机器视觉技术的广泛应用保持稳定增收。每一份业绩的达成，都离不开客户的信任与托付，离不开供应商的鼎力支持，更离不开全球合作伙伴的同心同行，你们的信赖是我们前行路上最坚实的底气。

展望2026年，光学镜头行业将迎来更为广阔的发展空间。在政策扶持与技术迭代的双重驱动下，全球行业预计将保持8.5%左右的年均复合增长率，其中高端车载镜头受L3及以上自动驾驶渗透率提升推动，增速将超15%，成为拉动增长的核心动力；AI赋能下的智能视觉系统、工业检测、AR/VR等领域对高分辨率、小型化、定制化镜头的需求持续激增，为市场注入新的增长活力。我们将继续深耕核心赛道，聚焦技术创新与产品升级，在非球面镜片、多层镀膜等关键技术领域持续突破，同时深化与所有合作伙伴的协同联动，完善产业链合作生态。

再次向所有客户、供应商及全球合作伙伴致以最诚挚的感谢！感恩一路以来的风雨同舟、携手相伴。2026年，是充满机遇的一年，更是携手腾飞的一年。让我们以坚定的信念、务实的行动，共同把握行业发展机遇，在光学镜头领域共创更辉煌的未来！