Interim Report 2024

Management Discussion and Analysis 管理層討論與分析 08 Sunny Optical Technology (Group) Company Limited • INTERIM REPORT 2024 光電產品 在車載模組業務方面，本集團與 Mobileye* 、 地平線 * 、高通 * 和英偉達 * 等主流平台方案廠 商持續深化生態合作，並成功開發參考設計方 案，成為頭部客戶發展自動駕駛技術的首選供 應商。在環境感知產品線，本集團 800 萬像素 車載模組的市佔率繼續維持全球第一的位置， 並於回顧期內，獲得歐洲頭部汽車製造商平 台型核心項目的定點。此外，憑藉在板上芯 片（「 COB 」）封裝技術上的深厚積纍，本集團 的 800 萬像素 COB 車載模組備受國內多家汽車 主機廠（「 OEM 」）客戶的青睞與認可，且出貨 量處於行業絕對領先位置。而在智能座艙產品 線，本集團配合頭部客戶進行產品及方案的持 續創新，如艙內廣角深度傳感方案，以提升駕 駛安全性能及豐富駕乘體驗。同時，本集團連 同核心生態業務夥伴，構建先進的智能座艙解 決方案的開發能力。 在 XR 領域方面，本集團持續為名主角客戶提供 即時定位與建圖（「 SLAM 」）模組、高清透視攝 像模組等核心產品，並積極開發下一代性能更 優、品質更穩定的多傳感 XR 視覺模組，產品方 案得到了主流客戶的高度認可。同時，憑藉小 型化及高精密組裝的優勢，本集團作為行業首 家廠商已量產最小體積的單色及彩色微發光二 級管（「 MicroLed 」）光機，從而，深化與頭部 XR 客戶的合作，持續擴大本集團小型化光機在 行業內的影響力。 * Mobileye 指 Mobileye Global Inc ，地平綫指北 京地平綫機器人技術研發有限公司，英偉達指 NVIDIA CORPORATION ，高通指 QUALCOMM Incorporated 。 Optoelectronic Products In terms of the vehicle modules business, the Group continued to deepen its ecological cooperation with mainstream platform solution providers such as Mobileye*, Horizon Robotics*, QUALCOMM* and NVIDIA*, and successfully developed reference design solutions, becoming the preferred supplier for leading customers in developing driving automation technologies. 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, and it obtained a designated platform core project from a leading European automobile manufacturer during the period under review. Moreover, leveraging its extensive experience in chip-on-board (“ COB ”) packaging technology, the Group’s 8-mega pixel COB vehicle modules have been favored and recognized by multiple domestic automotive original equipment manufacturer (“ OEM ”) customers, occupying the dominant position in the industry in terms of shipment volume. In the intelligent in-cabin product line, the Group has collaborated with its leading customers to continuously innovate products and solutions, such as the in-cabin wide-angle depth sensing solution, aimed at enhancing driving safety and enriching the driving and riding experience. Meanwhile, the Group, together with its core ecosystem partners, has built up advanced capabilities in developing intelligent in-cabin solutions. In terms of XR field, the Group has continued to provide its renowned customers with core products such as simultaneous localization and mapping (“ SLAM ”) modules and high-definition video see through camera modules, and has been actively developing the next generation of multi-sensing XR visual modules with better performance and stabler quality. The product solutions have been highly recognized by mainstream customers. At the same time, leveraging its advantages in miniaturization and high-precision assembly, the Group has become the first manufacturer in the industry to mass produce the smallest monochrome and color micro light emitting diode (“ MicroLed ”) optical engines, thereby deepening the cooperation with leading XR customers and continuously expanding the influence of the Group’s miniaturized optical engines within the industry. * Mobileye represents Mobileye Global Inc; Horizon Robotics represents Beijing Horizon Robotics Technology R&D Co., Ltd. ( 北京地平綫機器人技 術研發有限公司 ); NVIDIA represents NVIDIA CORPORATION; QUALCOMM represents QUALCOMM Incorporated.