Annual Report 2024

Management Discussion and Analysis 管理層討論與分析 09 舜宇光學科技（集團）有限公司 • 2024 年報 二零二四年，各頭顯設備陸續發佈具有透視 (see-through) 功能的產品，推動行業從虛擬現 實（「 VR 」）正式邁入混合現實（「 MR 」）時代， 新操作系統的發佈及內容門檻的降低進一步豐 富了軟件生態，軟硬件的持續創新助力行業穩 步發展。而就增強現實（「 AR 」）來講，受顯示 效果、續航能力、用戶體感、部件成本等多重 因素制約，整體 AR 設備仍處於行業發展早期階 段。然而，不帶顯示功能的智能眼鏡憑藉輕量 化、便捷性和交互靈活性等優勢，其需求呈幾 何式上揚，尤其在 AI 的加持下展現出比傳統 VR 設備更強的市場吸引力，為整體市場注入了新 活力。隨著技術不斷革新、 AI 與智能眼鏡深度 融合以及海內外科技巨頭積極佈局， XR 市場未 來發展潛力巨大。 此外，二零二四年，機器人市場在全球範圍內 呈現出強勁的增長勢頭，應用場景不斷拓寬， 而傳感器作為機器人感知環境、實現智能化決 策及執行任務的核心組件，其精度要求、可靠 性、環境適應性、成本效益等有著極為嚴苛的 標準，其中視覺系統的技術也在持續演進，以 更好地助力機器人行業的技術革新與商業化落 地。 In 2024, various headsets successively released products with see- through functionality, propelling the industry from virtual reality (“ VR ”) into the era of mixed reality (“ MR ”). The launch of new operating systems and the reduction of content barriers further enriched the software ecosystem, while ongoing innovation in both hardware and software supported steady industry development. As for augmented reality (“ AR ”), constrained by multiple factors such as display quality, battery life, user experience, and component costs, overall sales performance of AR devices was still in the early stage of industry development. However, smart glasses without display functionality were experiencing geometric growth in demand due to their lightweight design, convenience and flexible interactivity. Especially with the support of AI, they demonstrated stronger market appeal than traditional VR devices, revitalizing the overall market. As technology continues to advance and AI integrates more deeply with smart glasses, along with tech giants actively establishing their presence both domestically and abroad, the future development potential of XR market is huge. Additionally, in 2024, the global robotics market experienced robust growth with an ever-expanding range of application scenarios. Sensors, as the core components for robots to perceive their environment, make intelligent decisions, and execute tasks, must meet extremely stringent standards regarding accuracy, reliability, environmental adaptability, and cost-effectiveness. Among them, the technology of visual system is also continuously evolving to better support technological innovation and commercialization in the robotics industry.