Annual Report 2024

Management Discussion and Analysis 管理層討論與分析 14 Sunny Optical Technology (Group) Company Limited • ANNUAL REPORT 2024 XR 相關業務 本集團憑藉小型化、低功耗、高性價比的 設計及生產優勢，繼續保持 XR 視覺模組 市場份額全球第一的位置。而在 XR 光學 顯示方面，本集團應用於 MR 設備的屏視 一體化模塊（「 OMI 」）市場份額位列全球第 一，並結合眼球追蹤算法，開發出高集成 度的產品。同時，本集團利用先進封裝技 術及高精密光學組裝技術，持續擴大 AR 超小型化光機、集成鏡片、微發光二極管 （「 MicroLED 」）小型化封裝、集成顯示模 塊等在行業內的影響力。此外，本集團在 智能眼鏡市場取得攝像模組的先發優勢， 應用於 AI 識別和視頻拍攝的 1,200 萬像素紅 綠藍（「 RGB 」）模組出貨量日益攀升。 泛 IoT 相關業務 本集團的導航、避障及 AI 識別視覺模塊已 廣泛應用於消費級機器人等領域，且市場 需求持續增長。同時，本集團已構建從機 器人視覺核心模塊到整機的全流程開發能 力，並獲得了名主角客戶項目。 手機攝像模組業務 安卓系高端智能手機的銷量在二零二四年 顯著增加，而本集團作為全球技術領先的 手機攝像模組製造商，從中受益明顯。於 二零二四年年內，本集團手機攝像模組的 產品結構得到顯著優化，平均單價和毛利 率均有提升，且市場份額仍位於全球第 一。在高端產品方面，本集團進一步發揮 在手機鏡頭、馬達、手機攝像模組上的整 合優勢，不僅完成了超低肩高一體化馬達 主攝模組的研發，還實現了多款 OIS 一體 化馬達主攝模組及首款一體化馬達潛望模 組的量產，產品價值鏈得以延伸。同時， 本集團亦完成了大光圈反射式潛望手機攝 XR related businesses The Group has leveraged its design and production advantages in miniaturization, low- power consumption and cost effectiveness to continuously maintain its global No.1 position in terms of market share of XR vision modules. In terms of XR optical display, the Group ranked global No.1 in terms of market share of optical module integration (“ OMI ”) for MR devices, and developed products with a high degree of integration based on eye tracking algorithms. Meanwhile, by leveraging advanced packaging technology and high-precision optical assembly technology, the Group continuously expanded the industry influence on ultra-miniaturized optical engines, eyepiece, miniaturized packaging of micro light-emitting diodes (“ MicroLED ”) and eyepiece modules related to AR. In addition, the Group obtained the pioneer advantage of camera modules in the smart glasses market, and recorded an increasing shipment volume of 12-mega pixel red- green-blue (“ RGB ”) modules for AI recognition and video shooting. Pan-IoT related businesses The Group’s navigation, obstacle avoidance and AI recognition visual subsystems have been widely used in the fields such as consumer-grade robots, and the market demand continued to grow. At the same time, the Group has built the whole-process development capability from robotic vision core subsystems to whole devices, and won projects from renowned customers. Handset camera modules business The sales volume of Android high-end smartphones increased significantly in 2024, and the Group, as the world’s leading manufacturer of handset camera modules, has benefited from it significantly. During the year of 2024, the product mix of the Group’s handset camera modules has been significantly optimized, with an increase in both the average selling price and gross profit margin, while maintaining global No. 1 in terms of market share. In terms of high-end products, the Group further leveraged its advantages in integrating handset lens sets, actuators and handset camera modules. It has not only completed the R&D of ultra-low height main camera modules with integrated actuators, but also achieved mass production of various OIS main camera modules with integrated actuators and the first periscope