Annual Report 2025

Sunny Optical Technology (Group) Company Limited • ANNUAL REPORT 2025 14 Management Discussion and Analysis 管理層討論與分析 業務回顧 截至二零二五年十二月三十一日年度，本集團 的業務回顧將從以下四個營運分部進行展示， 即 (A) 手機產品； (B) 汽車產品； (C) XR 產品；及 (D) 其他產品。 (A) 手機產品 1. 手機鏡頭 隨著 AI 技術的持續滲透，影像仍是不 可或缺的能力展示高地。二零二五 年，本集團憑藉前沿的市場佈局和領 先的技術迭代，手機鏡頭平均單價及 盈利能力均提高，且市佔率繼續蟬聯 全球第一。作為高端手機鏡頭的領軍 企業，本集團是終端客戶旗艦機型配 置的首選，參與度持續維持高位。在 產品研發方面，本集團精準捕捉長焦 潛望產品方案升級的機遇，所開發的 長焦鏡頭可滿足客戶多種設計形態的 需求。同時，本集團持續抓取兩億像 素迭代趨勢，保持產品領先優勢。 BUSINESS REVIEW The business review of the Group for the year ended 31 December 2025 shall be presented in the following four operating segments, namely (A) handset products; (B) vehicle products; (C) XR products; and (D) other products. (A) Handset Products 1. Handset lens sets With the continuous penetration of AI technology, imaging remains an indispensable highland for showcasing capabilities. In 2025, leveraging its cutting-edge market layout and advanced technology iteration, the Group achieved increases in both the average selling price and profitability of handset lens sets and continuously maintained its global No. 1 market share. As a leading company in high-end handset lens sets, the Group is the preferred choice for flagship models among end-customers, consistently maintaining high participation rate. In terms of product R&D, the Group accurately captured the opportunities arising from the upgrade of telephoto periscope product solutions, and the self-developed telephoto lens sets can meet various design requirements of clients. Meanwhile, the Group continues to capture the iterative trend of 200-mega pixel to maintain its product leading advantage.