Interim Report 2024

Management Discussion and Analysis 管理層討論與分析 06 Sunny Optical Technology (Group) Company Limited • INTERIM REPORT 2024 Optical Components In terms of the vehicle lens sets business, during the period under review, the shipment volume of vehicle lens sets of the Group increased by approximately 13.1% to 53,234,000 units as compared to the corresponding period of last year. Under the background of continuously increasing market demand for vehicle cameras, the Group deeply developed its advantageous businesses and further consolidated its leading position in the high-end advanced driver assistance system (“ ADAS ”) sensing market. During the period under review, the Group has completed the R&D of ADAS vehicle lens sets with the automatic heating function, which can achieve rapid de-icing and de-fogging, and has obtained designated projects from automobile brand manufacturers. In addition, the Group also completed the R&D of the 3-mega pixel side-view glass-plastic hybrid ADAS vehicle lens sets which can further decrease the number of glass lenses and significantly reduce the cost. In terms of the emerging vehicle optical field, the Group continued to explore market opportunities in the fields including LiDAR, head- up display (“ HUD ”) and smart headlamps, strengthened product and patent layouts and constantly sought differentiated technological breakthroughs. In LiDAR, the Group has obtained various designated projects for LiDAR products and has completed the R&D of long- distance LiDAR modules. Meanwhile, the Group also completed the R&D of the all-solid state gap filler LiDAR platform products with an ultra-wide field of view and smaller size, which have been promoted around the world. In addition, the Group achieved technological breakthroughs in the mass-production equipment for LiDAR transmitting modules and receiving modules, which could shorten the time of assembly and alignment for LiDAR. In HUD, the Group’s self- developed core optical engine – picture generation unit (“ PGU ”) based on sensors developed by a leading HUD manufacturer has successfully obtained the designated projects from a domestic customer, which is scheduled to be mass produced in the second half of 2024. In smart headlamps, the Group has actively seized the opportunities arising from the ground projection unit market and completed the R&D of multi-channel projection unit products. 光學零件 在車載鏡頭業務方面，於回顧期內，本集團 車載鏡頭的出貨量較去年同期上升約 13.1% 至 53,234,000 件。在車載攝像頭市場需求持續增 長的背景下，本集團深耕優勢業務，在高端高 級輔助駕駛系統（「 ADAS 」）感應類市場中進一 步夯實行業領先地位。於回顧期內，本集團完 成具備自動加熱功能 ADAS 車載鏡頭的研發。 該鏡頭可實現快速除冰除霧，並已獲得汽車品 牌廠商的定點項目。此外，本集團亦已完成 300 萬像素側視玻塑混合 ADAS 車載鏡頭的研 發，此產品進一步減少了玻璃鏡片的數量，大 幅降低成本。 在車載光學新興領域方面，本集團持續在激光 雷達，抬頭顯示器（「 HUD 」）及智能車燈領域 中挖掘市場機遇，加強產品佈局和專利佈局， 不斷尋求技術層面的差異化突破。於激光雷達 方面，本集團獲得多個激光雷達產品的定點項 目，並已完成長距激光雷達模組的研發。同 時，本集團也已完成全固態補盲激光雷達平台 化產品的研發，具備超大視野及更小體積，並 在全球範圍內進行推廣。此外，本集團在激光 雷達發射端和接收端模組量產設備上實現技術 突破，縮短激光雷達的裝調時間。於 HUD 方 面，本集團基於 HUD 頭部廠商芯片自主開發的 核心光學引擎（「 PGU 」）成功獲取國內客戶的定 點項目，且預計於二零二四年下半年量產。於 智能車燈方面，本集團積極把握投影小燈市場 興起所帶來的市場機遇，並完成多通道投影小 燈產品的研發。