Interim Report 2022

06 Sunny Optical Technology (Group) Company Limited • INTERIM REPORT 2022 Management Discussion and Analysis 管理層討論與分析 In terms of the vehicle lens sets business, the shipment volume of vehicle lens sets of the Group increased slightly by approximately 0.8% to approximately 37,611,000 units for the six months ended 30 June 2022 as compared to the corresponding period of last year, and continued to maintain its global No. 1 position in terms of market share. In addition, the Group made continuous efforts in improving technological R&D and product innovation for vehicle lens sets, with its market position and comprehensive competitiveness further consolidated and enhanced. During the period under review, the Group has newly completed the R&D of various 5-mega pixel hybrid in-cabin monitoring vehicle lens sets, which could monitor the driver and passengers simultaneously. The Group has obtained the platform- based projects from various automobile manufacturers. Meanwhile, 3-mega pixel hybrid side-view ADAS vehicle lens sets have been commenced mass production. Such lens sets could not only increase the luminous flux with smaller size, but also significantly decrease the cost. In addition, the Group has commenced the mass production of 3-mega pixel large aperture (FNo.1.6) hybrid surround-view vehicle lens sets leveraging on the highly precise control technology of temperature excursion and tackling the technical difficulty of large aperture lens sets being subject to focus shift due to their small depth of focus. In terms of the emerging optical market fields, the Group firmly seized the opportunities from the “Metaverse” trend, continued to explore the application of optics in emerging markets and increased the investment in the product development. During the period under review, the Group has completed the R&D of the projection lens sets applied to AR optical engine, which had ultra-miniaturized size and outstanding temperature excursion performance. In addition, the Group’s new-generation VR positioning lens sets have been commenced mass production. Such lens sets can further tackle temperature excursion and improve the stability of spatial orientation. Meanwhile, VR pancake modules have also been commenced mass production. 在車載鏡頭業務方面，截至二零二二年六月 三十日止六個月，本集團的車載鏡頭出貨量 較去年同期小幅上升約 0.8% 至約 37,611,000 件，繼續保持了全球市場份額第一的地位。此 外，本集團持續對車載鏡頭的技術研發和產品 創新進行升級，市場地位和綜合競爭實力進一 步得到鞏固和提升。於回顧期內，本集團新研 發完成多款 500 萬像素玻塑混合艙內監控車載 鏡頭，該類鏡頭可實現駕駛員監控和乘客監控 二合一，並且獲得了多家車廠的平台化項目。 同時， 300 萬像素玻塑混合側視 ADAS 車載鏡頭 已實現量產，該鏡頭不僅提高了通光量、縮小 了尺寸，還大幅降低了成本。此外，通過高精 度的溫漂控制技術，攻克了大光圈鏡頭因焦深 小容易跑焦的技術難點，本集團已實現 300 萬 像素大光圈 (FNo.1.6) 玻塑混合環視車載鏡頭的 量產。 在新興光學市場領域，本集團緊緊抓住「元宇 宙」浪潮，致力於持續探索光學在新興市場中 的應用並加大對該類產品的研發投入。於回顧 期內，本集團完成了 AR 光機投影鏡頭的研發， 該鏡頭具備超小尺寸，且溫漂性能優異。此 外，本集團的新一代 VR 空間定位鏡頭已實現量 產。該鏡頭能進一步改善溫漂問題，並提高了 空間定位的穩定性。同時， VR pancake 模塊亦 已實現量產。