Annual Report 2023

Management Discussion and Analysis 管理層討論與分析 12 Sunny Optical Technology (Group) Company Limited • ANNUAL REPORT 2023 在車載光學新興領域方面，本集團持續在激光 雷達、 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，尋求技術層面的差 異化突破。於激光雷達方面，本集團成功研發 高精度貼片式多邊棱鏡、多邊棱鏡掃描模組以 及多款應用不同技術原理的收發模組。於回顧 年內，本集團新增三個量產項目，持續為激光 雷達廠商賦能。在 HUD 方面，本集團聚焦核心 光學引擎（「 PGU 」）業務，聯合產業鏈上下游 的核心廠商，加快 HUD 新產品的研發和市場推 廣，實現多種技術路線的多元化佈局，特別是 AR-HUD 產品於回顧年內取得良好進展。應用 數字光處理（「 DLP 」）技術路線的 PGU 模組已於 回顧年內實現量產。在智能車燈方面，本集團 已於回顧年內獲得多個高像素大燈產品的定點 項目，其中百萬級像素大燈的核心鏡頭產品已 實現量產，應用於萬級像素大燈的玻塑混合微 結構鏡頭已完成研發。同時，本集團積極把握 投影小燈市場興起所帶來的機遇，基於數字微 鏡元件（「 DMD 」）方案的動態投影小燈模組已 經小批量供貨，可實現安全警示、車窗投影、 地面迎賓及椅背投影等功能。 在消費級新興光學業務方面，本集團進一步加 深與全球各 VR 名主角客戶的戰略合作，順利達 成了關鍵項目的量產。同時，本集團在 VR 近眼 顯示相關產品和感知與交互類鏡頭積極投入研 發、佈局關鍵技術與工藝，成為全球知名客戶 的首選供應商。此外，本集團在 AR 光波導、光 機及光引擎方面持續加強研發力度並提升規模 化的產品製造能力，為客戶提供包括 AR 產品光 學技術綜合解決方案在內的多種產品選擇。 In terms of the emerging vehicle optical field, the Group continues to explore market opportunities in the fields, including LiDAR, HUD and smart headlamps, to strengthen product and patent layouts and seek differentiated technological breakthroughs. In the LiDAR aspect, the Group has successfully developed high-precision patch-type polygons, scanning modules with polygons and various transceiver modules by using different technical principles. During the year under review, the Group obtained three new mass production projects, and continued empowering the LiDAR manufacturers. In the HUD aspect, the Group focused on the core optical engine – picture generation unit (“ PGU ”) business and sped up the R&D and marketing of new HUD products with core manufacturers in the upstream and downstream of the industry chain to realize diversified layouts with multiple technological routes. In particular, the Group made great progress in AR-HUD products during the year under review. The PGU module, with the application of the digital light processing (“ DLP ”) technological route, has achieved mass production during the year under review. In the smart headlamps aspect, the Group has obtained various designated projects for high-pixel headlamp products during the year under review. Core lens sets for 1-mega level pixel headlamps have achieved mass production, and the R&D of the hybrid micro-structural lens sets for 0.01-mega level pixel headlamps has been completed. Meanwhile, the Group actively seizes the opportunities arising from the ground projection unit market. It has achieved a small batch of supply of dynamic ground projection modules based on the digital micromirror device (“ DMD ”) solution, which could apply to various scenarios including safety warning, vehicle window projection, ground welcome and chair back projection. In terms of the emerging consumer-grade optical business, the Group further deepened its strategic cooperation with famous VR customers worldwide and successfully achieved the mass production of key projects. Meanwhile, the Group actively invested in the R&D of VR near-to-eye display related products and perception and interaction lens sets and deployed key technologies and processes. It has become the top-pick supplier of world-renowned customers. In addition, the Group continuously strengthened the R&D efforts in AR optical waveguides, optical machinery and optical engines and enhanced the scaled product manufacturing capability to provide customers with various product options, including comprehensive solutions to the optical technology of AR products.