Annual Report 2024

Management Discussion and Analysis 管理層討論與分析 11 舜宇光學科技（集團）有限公司 • 2024 年報 BUSINESS REVIEW The business review of the Group for the year ended 31 December 2024 shall be presented in the following three operating segments, namely Optical Components, Optoelectronic Products and Optical Instruments in terms of different types of the Company’s businesses. 1. Optical Components Vehicle lens sets business As the intelligentization of vehicles continues to accelerate, ADAS has generally become the core configuration of newly launched vehicles, and the adoption rate of ADAS vehicle lens sets has been increasing. The shipment volume of the Group’s vehicle lens sets increased by approximately 12.7% as compared to that of last year to approximately 102,314,000 units in 2024. The annual shipment volume of vehicle lens sets exceeded 100,000,000 units for the first time, maintaining its global No. 1 position in terms of market share. This not only further consolidates the Group’s position as the industry leader, but also injects new impetus into product innovation, technological advancement and comprehensive competitiveness enhancement. During the year of 2024, the Group has completed the R&D of the 8-mega pixel heating vehicle lens sets and the 8-mega pixel ultra-low-reflection coating vehicle lens sets, and has obtained designated projects from well-known vehicle manufacturers. At the same time, the Group continued to promote the R&D and innovation of high pixel hybrid (plastic lenses plus glass lenses) vehicle lens sets, and launched the world’s first 8-mega pixel front-view hybrid vehicle lens sets, which significantly reduced the cost while creating high-performance products, further consolidating the Group’s technology leading position in high-end ADAS vehicle lens sets market. 業務回顧 截至二零二四年十二月三十一日止年度，基於 本公司不同類型的業務，本集團的業務回顧將 從以下三個營運分部進行展示，分別為光學零 件、光電產品及光學儀器。 1. 光學零件 車載鏡頭業務 隨著汽車智能化進程的不斷加速， ADAS 基 本成為新上市汽車的核心配置， ADAS 車 載鏡頭的搭載率不斷提升。二零二四年， 本集團車載鏡頭的出貨量較去年增長約 12.7% 至約 102,314,000 件，車載鏡頭的全 年出貨量首次突破 100,000,000 件大關且 市場份額繼續位列全球第一。這不僅使本 集團的行業龍頭地位進一步穩固，更是為 產品創新、技術進步和綜合競爭力強化注 入新的發展動力。於二零二四年年內，本 集團完成了 800 萬像素加熱車載鏡頭和 800 萬像素超低反鍍膜車載鏡頭的研發，並已 獲得知名汽車製造商的項目定點。同時， 本集團持續推進高像素玻塑混合車載鏡頭 的研發創新，全球首發 800 萬像素前視玻 塑混合車載鏡頭，在創造高性能產品的同 時大幅降低成本，進一步夯實了本集團在 高端 ADAS 車載鏡頭市場中的技術領先地 位。