Interim Report 2021

Sunny Optical Technology (Group) Company Limited • INTERIM REPORT 2021 10 Management Discussion and Analysis 管理層討論與分析 光電產品 截至二零二一年六月三十日止六個月，光電產 品事業的收入約人民幣 15,307,800,000 元，較 去年同期增長約 2.9% 。該事業佔本集團的總收 入約 77.2% ，而在去年同期則佔約 78.8% 。 在手機攝像模組業務方面，截至二零二一年 六月三十日止六個月，本集團的手機攝像 模組的出貨量較去年同期增長約 34.5% 至約 361,244,000 件，其中，潛望模組及大像面（芯 片面在 1/1.7 〞及以上）模組佔出貨量的比例約 為 7.0% 。於回顧期內，面對手機品牌廠商市場 格局變化、高端機型銷量不佳的不利局面，本 集團持續進行工藝革新，優化內部生產流程， 提高生產效率及製造良率，降低生產成本，提 升中高端產品的競爭力，手機攝像模組全球市 佔率進一步提升。同時，本集團結合客戶需求 及行業發展趨勢，不斷推進新技術、新產品的 研發迭代。於回顧期內，本集團完成了多款高 階手機攝像模組的研發，主要包括 3X 至 8X 連續 變焦手機攝像模組、雙 OIS 手機攝像模組以及 採用曲率可調鏡片的手機攝像模組。同時，超 大角度雲台防抖手機攝像模組（應用第二代芯 片級模塑（「 MOC 」）封裝工藝）及自由曲面手機 攝像模組已實現量產。此外，本集團的 10X 光 學變焦潛望式手機攝像模組也已量產給知名韓 國客戶。 Optoelectronic Products For the six months ended 30 June 2021, the revenue from the Optoelectronic Products business segment was approximately RMB15,307.8 million, representing an increase of approximately 2.9% compared to the corresponding period of last year. This segment accounted for approximately 77.2% of the Group’s total revenue, compared to approximately 78.8% in the corresponding period of last year. In terms of the handset camera modules business, the shipment volume of handset camera modules of the Group for the six months ended 30 June 2021 amounted to approximately 361,244,000 units, representing an increase of approximately 34.5% compared to that of the corresponding period of last year, with the periscope modules and large image size (image size is 1/1.7 〞 and above) modules accounting for approximately 7.0% of the shipment volume. During the period under review, in response to the change in the landscape among smartphone brand manufacturers and unfavorable sales performance of high-end smartphone models, the Group continued to carry out technological innovations and optimised internal production processes to improve production efficiency and yield rate, reduce production costs and enhance the competitive advantages of mid – to high-end products. By doing so, the global market share of handset camera modules was further increased. Additionally, the Group continued to promote the R&D and upgrade of new technologies and products in light of customers’ demands and industrial trends. During the period under review, the Group has completed the R&D of a number of high-end handset camera modules, mainly including 3X to 8X continuous zoom handset camera modules, dual OIS handset camera modules and handset camera modules with tunable curvature lenses. Meanwhile, gimbal stabilization handset camera modules with ultra-large angle (by adopting the second-generation of molding on chip (“ MOC ”) packaging technique) and free-form handset camera modules have commenced mass production. In addition, the Group’s 10X optical zoom periscope handset camera modules have been mass produced to a well-known Korean customer.