Annual Report 2024

Management Discussion and Analysis 管理層討論與分析 12 Sunny Optical Technology (Group) Company Limited • ANNUAL REPORT 2024 新興車載相關業務 本集團持續深耕激光雷達、 HUD 及智能 車燈市場，不斷實現技術突破，積極搶佔 行業先機。於二零二四年年內，本集團新 增十餘個激光雷達相關的量產項目，持續 為激光雷達廠商賦能。同時，憑藉本集團 首創一次性貼片工藝技術，激光雷達多邊 棱鏡的生產效率和精度實現大幅提升。於 HUD 方面，基於 HUD 頭部廠商芯片自主開 發的圖像生成單元（「 PGU 」）已實現量產。 於智能車燈方面，本集團緊跟投影小燈市 場興起所帶來的市場機遇，完成多通道投 影小燈產品的研發，並實現全球首發且推 廣至多家客戶。 XR 相關業務 本集團已掌握 XR 光學元件曲貼、膠合等先 進的大鏡片製程工藝能力，同時在交互類 鏡頭方面也實現技術突破，以進一步優化 XR 設備的顯示效果及交互體驗。 手機鏡頭業務 隨著全球智能手機銷量的回暖，本集團手 機鏡頭在二零二四年的出貨量較去年增長 約 13.1% 至約 1,324,370,000 件，持續保持 了全球第一的市場份額。同時，本集團不 斷深耕關鍵技術，積極構建核心競爭力， 進一步加強了與國內外客戶的合作，致力 於打造行業領先的優質產品，持續鞏固自 身在行業內的技術領先地位。作為行業內 大像面主攝手機鏡頭的核心供應商，本集 團在二零二四年已實現多種新款含 7 片塑膠 鏡片（「 7P 」）手機鏡頭和玻塑混合手機鏡頭 的量產。此外，在長焦手機鏡頭方面，本 集團亦已實現多群組手機鏡頭的量產。該 鏡頭在提高長焦夜間拍攝能力的同時亦滿 Emerging vehicle related businesses The Group continued to deeply develop its LiDAR, HUD and smart headlamps markets, constantly achieving technological breakthroughs and actively seizing the opportunities in the industry. During the year of 2024, the Group obtained over ten new mass production projects related to LiDAR, continuously empowering LiDAR manufacturers. Meanwhile, leveraging the industry’s first one-off patch process technology by the Group, the production efficiency and accuracy of LiDAR polygons have been significantly improved. In terms of HUD, self-developed picture generation unit (“ PGU ”) based on chips of a leading HUD manufacturer has achieved mass production. In terms of smart headlamps, the Group closely followed the market opportunities arising from the emerging ground projection unit market and completed the R&D of multi-channel ground projection unit products, achieving their first global launch while marketing them to various customers. XR related businesses The Group has mastered advanced large-lens manufacturing processes (including curving and bonding) of XR optical elements, and has also achieved technological breakthroughs in interactive lens sets to further optimize the display performance and interactive experience of XR devices. Handset lens sets business Following the recovery of the global sales volume of smartphones, the Group’s shipment volume of handset lens sets increased by approximately 13.1% as compared to that of last year to approximately 1,324,370,000 units in 2024, maintaining its global No. 1 position in terms of market share. Meanwhile, the Group continued to deepen its key technologies so as to actively build its core competitiveness, further strengthened the cooperation with domestic and foreign customers and committed itself to creating industry-leading quality products for constantly consolidating its technological leading position in the industry. As the core handset lens sets supplier of large image size for main cameras in the industry, the Group has achieved mass production of various new handset lens sets with 7 pieces of plastic lens (“ 7P ”) and hybrid (plastic lenses plus glass lenses) handset lens sets in 2024. In