Interim Report 2021

舜宇光學科技(集團)有限公司 • 2021 中報 11 Management Discussion and Analysis 管理層討論與分析 為進一步擴大本集團於光電行業的領先優勢, 本集團持續加大核心平台技術的研發投入,並 已於回顧期內完成第三代板級模塑(「 MOB 」) 封裝工藝及 MOC 封裝工藝的研發。這些封裝工 藝的應用可使整個模組變得更薄且成本更低, 獲得了客戶的廣泛青睞。此外,本集團進一步 加強製程能力,自主開發的超多功能自動對準 (「 UMA 」)設備已投入使用。該設備可實現高 自動化、可連線的高速封裝,減少生產周轉時 間,組裝效率顯著提升。 在車載模組業務方面,本集團深入把握行業趨 勢,緊緊圍繞客戶需求,深耕技術研發,進一 步完善產品佈局。於回顧期內,本集團已完成 深度視覺測距車載模組和小型化外攝顯像車載 模組的研發。同時,前視感知 800 萬像素車載 模組、艙內駕駛員監測(「 DMS 」)車載模組及 座艙乘員監測(「 OMS 」)車載模組已量產給多 家知名客戶。 在機器人視覺業務方面,本集團以市場需求為 導向,在機器人識別與定位兩大產品線上進一 步深化業務佈局。在機器人識別類業務上,本 集團的飛行時間(「 ToF 」)╱結構光模組產品 結合活體檢測算法在人證比對應用場景上取得 技術突破。在機器人定位類業務上,本集團的 VR/AR 視覺模組市佔率行業領先; 3D ToF 模組 加軟件開發工具包(「 SDK 」)的新業務模式已通 過驗證,且部分項目已實現批量生產。 In order to further expand its pioneering advantages in the optoelectronic industry, the Group continued to increase investment in the R&D of core platform technologies. During the period under review, the Group has completed the R&D of the third-generation of molding on board (“ MOB ”) packaging technique and the third-generation of MOC packaging technique. The application of these packaging techniques can make the entire module thinner and lower its costs. These packaging techniques are widely favoured by the customers. Furthermore, the Group further strengthen the process capability. The Group’s self-developed ultra-multiply alignment (“ UMA ”) equipment with highly automation and on-line high-speed assembly function has been put into use, which could reduce the manufacturing turnover time and significantly enhance assembly efficiency. In terms of the vehicle modules business, the Group firmly grasped the industry trend, closely followed customers’ demands and focused on technological R&D to further improve the product layout. During the period under review, the Group has completed the R&D of in-depth visual ranging vehicle modules and miniaturised exterior viewing vehicle modules. At the same time, 8-mega pixel front-view sensing vehicle modules, driver monitoring system (“ DMS ”) vehicle modules and the occupancy monitoring system (“ OMS ”) vehicle modules have been mass produced to several well-known customers. In terms of the robotic vision business, the Group further deployed two product categories of robotic recognition and positioning based on the market demand. In terms of the robotic recognition business, the Group made a technological breakthrough in time of flight (“ ToF ”)/structured light modules with vivo detection algorithm in the application scenario of witness comparison. In terms of the robotic positioning business, the Group’s VR/AR visual modules were in the leading position in terms of market share. The new business model of 3D ToF modules plus software development kit (“ SDK ”) has been verified and some projects have commenced mass production.

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