Annual Report 2024

Management Discussion and Analysis 管理層討論與分析 13 舜宇光學科技（集團）有限公司 • 2024 年報 足用戶多焦段拍攝的需求，進而實現卓越 的影像體驗。憑藉在 7P 手機鏡頭、玻塑混 合手機鏡頭及多群組手機鏡頭等產品中的 核心競爭力，本集團手機鏡頭的平均單價 和毛利率均實現提升。 2. 光電產品 車載模組業務 本集團持續與 Mobileye* 、地平線 * 、高通 * 和英偉達 * 等主流平台廠商深化生態合作， 成功打造適配認證的攝像頭產品。通過對 組裝工藝的創新升級，本集團的車載模組 可實現主動加熱除霧功能，且此款產品已 獲得全球頭部汽車製造商的項目定點。在 環境感知產品線，本集團 800 萬像素車載 模組繼續維持全球第一的市場份額。此 外，憑藉在板上芯片（「 COB 」）封裝工藝上 的深厚積累，本集團 800 萬像素 COB 車載 模組備受海內外多家汽車製造商的青睞與 認可，且出貨量處於行業絕對領先地位。 在智能座艙產品線，本集團全球首款小尺 寸防疲勞駕駛一體機系統已達量產狀態。 本集團積極配合頭部客戶進行產品及方案 的持續創新，以提升駕駛安全性能及豐富 駕乘體驗。 addition, in terms of telephoto handset lens sets, the Group has also achieved mass production of multi- group handset lens sets, which not only improve the telephoto night shooting capability, but also meet the users’ demand for multi-focal length shooting, thereby achieving an excellent imaging experience. Leveraging the core competitiveness in products such as 7P handset lens sets, hybrid handset lens sets and multi-group handset lens sets, the Group achieved an increase in both the average selling price and gross profit margin of handset lens sets. 2. Optoelectronic Products Vehicle modules business The Group continued to deepen its ecological cooperation with mainstream platform providers such as Mobileye*, Horizon Robotics*, QUALCOMM* and NVIDIA*, and successfully developed compatible and certified camera products. By means of innovating and upgrading the assembly process, the Group’s vehicle modules can achieve de-fogging function through active heating, and such product has obtained designated projects from the world’s leading vehicle manufacturers. In the sensing product line, the Group continuously maintained its global No. 1 position in terms of market share of 8-mega pixel vehicle modules. Moreover, leveraging its extensive experience in chip-on-board (“ COB ”) packaging process, the Group’s 8-mega pixel COB vehicle modules were favored and recognized by multiple overseas and domestic vehicle manufacturers, occupying the dominant position in the industry in terms of shipment volume. In terms of the intelligent in-cabin product line, the Group has reached mass production status for the world’s first small-sized anti-fatigue integrated driving system. The Group actively cooperated with its leading customers in continuous innovation of products and solutions to enhance driving safety performance and enrich driving experience. * Mobileye represents Mobileye Global Inc; Horizon Robotics represents Beijing Horizon Robotics Technology R&D Co., Ltd. （北京地平線機器人技 術研發有限公司）； QUALCOMM represents QUALCOMM Incorporated; NVIDIA represents NVIDIA CORPORATION. * Mobileye 指 Mobileye Global Inc ；地平線指北 京地平線機器人技術研發有限公司；高通指 QUALCOMM Incorporated ；英偉達指 NVIDIA CORPORATION 。