Annual Report 2025

舜宇光學科技（集團）有限公司 • 2025 年報 19 Management Discussion and Analysis 管理層討論與分析 In terms of portable imaging products, relying on the capabilities of rapid response, intelligent manufacturing and large-scale delivery, the Group worked closely with numerous strategic handheld imaging camera customers during the year to achieve mass production and stable delivery of lens sets and modules for handheld imaging devices, with shipment volume growing substantially year-on-year. At the same time, the Group continued to iterate its technologies in rapid focus, image stabilization, low-light performance, miniaturization and low power consumption of products to strengthen product competitiveness and enhance customer stickiness. In terms of the other intelligent terminals, leveraging capabilities in the subsystems of navigation, obstacle avoidance and visual recognition, as well as accumulated technology and continuous innovation in the integration of visual perception technology and AI, combined with vertical integration and manufacturing advantages, the Group continued to cultivate the robotics business. In 2025, the Group’s projects such as lawn mowing robots and warehouse automation successfully started mass production and received high praise from key customers. At the same time, the Group also actively expanded new intelligent hardware markets and built development and manufacturing capabilities spanning the full chain from core subsystems to the whole device, thereby laying a systematic foundation for subsequent growth. In addition, the Group’s digital microscope with super depth of field and confocal microscope made breakthroughs in multiple key technologies and completed a series of development. These microscopes have successfully entered top-tier research centers and automotive manufacturing enterprises, supporting life science research and industrial quality control. 2. Precision optics In 2025, the Group focused on the customer needs in the handset, vehicle and XR industries. By addressing quality optimization, cost improvement and new product breakthroughs, the Group has achieved outstanding results in precision optical elements including colour filters, prisms and aspherical glass lenses. 便攜影像產品方面，本集團依托快速 響應、智能製造及規模化交付能力， 在年內與多家手持攝影設備戰略客戶 開展緊密合作，實現手持攝影設備鏡 頭和模組的量產與穩定交付，出貨量 同比顯著提升。與此同時，本集團在 產品快速對焦、防抖、低光性能、小 型化及低功耗方面持續迭代技術，強 化產品競爭力，提升客戶黏性。 在其他智能終端方面，依托在導航、 避障及視覺識別模塊方面的能力， 視覺感知與 AI 融合領域的技術積纍及 持續革新，並結合垂直整合與製造優 勢，本集團持續深耕機器人業務。二 零二五年，本集團的割草機器人及倉 儲自動化等項目已順利量產並獲得重 點客戶的高度評價。同時，本集團也 積極拓展新的智能硬件市場，構建從 核心模塊到整機的全鏈條開發及製造 能力，為後續增長奠定體系基礎。此 外，本集團的超景深數碼顯微鏡和共 聚焦顯微鏡突破多重關鍵技術，並完 成系列化開發，成功入駐頂級科研中 心及汽車生產企業，助力生命科學研 究和工業品質管控。 2. 精密光學 二零二五年，本集團聚焦手機、汽車 及 XR 行業的客戶需求，從品質優化、 成本改善及新品突破三個方面著手， 在濾色片、棱鏡、玻璃非球面鏡片等 精密光學元件產品上獲得了優異成效。