Annual Report 2023

Management Discussion and Analysis 管理層討論與分析 14 Sunny Optical Technology (Group) Company Limited • ANNUAL REPORT 2023 OPTOELECTRONIC PRODUCTS In terms of the vehicle modules business, the Group continuously and closely participated in the cooperation of industry ecosystems, deepened the close interactions with Mobileye Note 1 , Horizon Robotics Note 2 , NVIDIA Note 3 and QUALCOMM Note 4 and became a certified partner in advanced autonomous driving. The Group was devoted to significantly expanding the market share of its products, especially for the environmental perception product line, it successfully obtained a global large designated project on 8-mega pixel vehicle modules from the world’s number one automobile manufacturer, and further consolidated its position as the global No. 1 in the market share of 8-mega pixel vehicle modules. For the in-cabin monitoring product line, the Group developed the compact driver monitoring system (“ DMS ”) with algorithm partners. It vigorously explored overseas markets and has obtained designated DMS projects from European customers. For the viewing product line, leveraging on the advantages of the passive anti-condensation technology, the Group rapidly increased the supply proportion of 3-mega pixel panoramic vehicle modules to customers. In addition, the Group has vigorously developed new products and processes. For the risks on the blind area of the chassis during driving through advanced automatic parking, the Group launched the real- time monitoring system on the blind area of the chassis, which is favoured by several potential customers both at home and abroad. Meanwhile, the shipment volume of vehicle modules using automotive- grade chip-on-board (“ COB ”) packaging technology is experiencing continuous growth, and the Group has completed the delivery of various products with lower costs and shorter delivery cycles. 光電產品 在車載模組業務方面，本集團持續密切參與行 業生態合作，加深與 Mobileye 附註 1 、地平綫 附註 2 、 英偉達 附註 3 和高通 附註 4 的緊密互動，成為其在 高階自動駕駛的認證夥伴。本集團致力於顯著 提升產品市佔率，特別是在環境感知產品綫， 順利獲得國際排名第一的汽車製造商 800 萬像 素車載模組的全球大項目定點，進一步鞏固了 800 萬像素車載模組全球市佔率第一的地位。 在艙內監測產品綫，本集團協同算法夥伴開發 出緊湊型駕駛員監測（「 DMS 」）整機系統，全 力拓展海外市場，取得歐洲客戶 DMS 項目定 點。在外攝顯像產品綫，依靠被動防結露技術 的優勢，本集團迅速提升 300 萬像素環視車載 模組在客戶端的供貨比例。除此之外，本集團 積極開發新產品和新工藝。針對高階自動泊車 出車時的底盤盲區風險，本集團推出底盤盲區 實時監測系統，備受海內外數個潛在客戶青 睞；同時，應用車規級板上芯片（「 COB 」）封裝 技術的車載模組出貨量持續增長，且本集團以 更低的成本及更短的交貨周期順利完成各項產 品的交付。 Notes: 1. Mobileye represents Mobileye Global Inc. 2. 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 ). 3. NVIDIA represents NVIDIA CORPORATION. 4. QUALCOMM represents QUALCOMM Incorporated. 附註： 1. Mobileye 指 Mobileye Global Inc 。 2. 地平綫指北京地平綫機器人技術研發有限公司。 3. 英偉達指 NVIDIA CORPORATION 。 4. 高通指 QUALCOMM Incorporated 。