Annual Report 2024

Management Discussion and Analysis 管理層討論與分析 10 Sunny Optical Technology (Group) Company Limited • ANNUAL REPORT 2024 經歷了兩年的衰退後，全球智能手機市場在二 零二四年迎來了復甦，全球智能手機出貨量達 約 1,240,000,000 部，同比增長約 6.4% （數據 來源：國際數據公司（「 IDC 」））。智能手機行 業發展愈加分化，其中國產手機廠商的崛起成 為了市場增長的核心推動力。與此同時， AI 融 合及摺疊屏也推動了智能手機攝像頭規格的升 級，尤其是主攝和潛望式攝像頭，其規格創新 和高性能需求不斷攀升，大像面、可變光圈、 高倍數光學變焦、大角度光學防抖（「 OIS 」）及 小型化成為各大攝像頭廠商的研發熱點，帶動 了整個產業鏈的價值提升。 因部分海外經濟體增長乏力，光學顯微儀器海 外市場的發展不如預期。同時，受中國《推動 大規模設備更新和消費品以舊換新行動方案》 的影響，二零二四年光學顯微儀器在教學及科 研領域的項目需重新進行申報，落地時間延 遲。然而，從長遠角度來看，隨著支持政策的 逐漸落地，光學儀器行業將迎來更多的發展機 遇，且在製造業的智能化發展和高精度測量需 求增加的背景下，光學儀器在顯微、測量和檢 測領域將發揮更加重要的作用。 After two years of recession, the global smartphone market experienced a recovery in 2024, with global smartphone shipments reaching approximately 1,240,000,000 units, representing a year- on-year growth of approximately 6.4% (source: International Data Corporation (“ IDC ”)). The development of the smartphone industry has become increasingly differentiated, with the rise of domestic smartphone manufacturers becoming the core driving force of market growth. Meanwhile, the integration of AI and the introduction of foldable screens have propelled upgrades in the cameras’ specification of smartphone, particularly in main and periscope cameras. The demand for specifications innovation and high performance is increasing, with large image size, variable apertures, high-time optical zoom, large-angle optical image stabilization (“ OIS ”) and miniaturization becoming the key R&D focuses for major camera manufacturers, enhancing the overall value of the entire industrial chain. Due to sluggish growth in some overseas economies, the overseas market development of the optical microscope has fallen short of expectations. At the same time, influenced by China’s “Action Plan to Promote Large-scale Equipment Renewals and Trade-ins of Consumer Goods” ( 《推動大規模設備更新和消費品以舊換新行動方案》 ), projects involving optical microscopes in the fields of education and research needed to be resubmitted for approval in 2024, leading to the delays in implementation. However, from a long-term perspective, as supportive policies gradually come into effect, the optical instrument industry will encounter more development opportunities. Amid increasing intelligent development in manufacturing and rising demands for high-precision measurements, optical instruments will play an increasingly important role in microscopy, measurement, and inspection.