Sunny Optical Technology (Group) Co., Ltd. · HKEX:2382

Sunny Optical Technology (Group) — Investor Day (June 2023)

50 slides from Sunny Optical Technology (Group)'s investor day presentation, June 2023

  1. Slide 1: Corporate Presentation – Investor Day June 2023

    SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜宇光學科技（集團）有限公司 （于开曼群岛注册成立的有限公司） （股份代号：2382.HK） Corporate Presentation Investor Day June 2023

  2. Slide 2: Disclaimer

    Disclaimer The information contained in this presentation is intended solely for your personal reference. Such information is subject to change without notice, its accuracy is not guaranteed and it may not contain all material information concerning Sunny Optical Technology (Group) Company Limited (

  3. Slide 3: Agenda

    Agenda 1 Company Overview 2 Market Trends and Opportunities

  4. Slide 4: Company Overview

    Company Overview

  5. Slide 5: What we look like in our eyes

    What we look like in our eyes Achieve high Global R&D and An optical expert performance sales centers and Diversified focusing on optics growth by seizing production bases business portfolio for almost 40 the opportunity layout years of image digitalization Global No.1 market share in International

  6. Slide 6: Development Process

    Development Process Traditional Optics Modern Optics Intelligent Optics 1984-2004 2004-2014 2014- Camera lens Fresnel lens Handset cameras module Cameras lens sets Vehicle camera module Vehicle lens sets Microscopic instruments Sweeping robot SLAM module Infrared lens sets Projector lens sets Smart

  7. Slide 7: R&D Center and Production Base

    R&D Center and Production Base Production Base R&D Center Henan Shanghai Zhejiang Guangdong Yuyao Chengxi U.S.A Production Base South Korea China India Vietnam Yuyao Yangming Production Base Yuyao Lanjiang Production Base 7

  8. Slide 8: 8

    8

  9. Slide 9: Market Trends and Opportunities - Handset Lens Sets

    Market Trends and Opportunities -Handset Lens Sets

  10. Slide 10: Smartphone Lens Main Upgrading Trends - Main Camera

    Smartphone（Full Screen)-Lens Main Upgrading Trends -Main Camera Lens trends Large image size • Flagship image chip will continue to be 1/1” for Status Core tech next 2~3years • 1/1.3” -1/1.4” is popular with high-end image  Glass molding MP chip application Large aperture  Multi-stop MP aperture d

  11. Slide 11: Smartphone Lens Main Upgrading Trends - Tele Camera

    Smartphone（Full Screen)-Lens Main Upgrading Trends -Tele Camera Lens trends Resolution improvement Core tech Status Sensor format and aperture upgrade  High-end MP periscope design Shape change  Lens side cut tech MP prism in the middle prism in the back  Cut surface ink LENS MP tech LENS  Group

  12. Slide 12: Smartphone (Flip & Clamshell) Lens Main Upgrading Trends

    Smartphone (Flip & Clamshell)-Lens Main Upgrading Trends Lens trends Core tech Status Miniaturization Lighter & thinner 12

  13. Slide 13: Strategic Goal for Handset Lens Sets Business

    Strategic Goal for Handset Lens Sets Business  Ensure global No.1 market share, continue to optimize customer structure and product mix Design/simulation Molding（forming） Equipment development Coating capability and testing capabilities capabilities capability • Implement product strategy of “Ding

  14. Slide 14: Thanks!

    Thanks！

  15. Slide 15: Investor Day - Sunny Automotive Optech

    SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜宇光學科技（集團）有限公司 （于开曼群岛注册成立的有限公司） （股份代号：2382.HK） Investor Day Corporate Presentation—Sunny Automotive Optech June 2023

  16. Slide 16: Rapid Progress of Autonomous Driving & Huge Potential in Optical Applications

    Rapid Progress of Autonomous Driving & Huge Potential in Optical Applications Surround- ADAS In-cabin CMS Rear-view view LiDAR Head-up Display Projection Headlamp Ground Projection Unit 16

  17. Slide 17: Attractive Opportunity in Global Automotive Camera Market

    Attractive Opportunity in Global Automotive Camera Market Global Vehicle Lens Sets Market Forecast Lens Sets Maker Share of Automotive Cameras Market Volume (KK unit) YOY Growth (%) Y2021 Y2022 Y2023 (Forecast) Viewing Viewing+Sensing Sensing(front/in-cabin/surround sensing) Growth of global vehicle

  18. Slide 18: Cooperating with New EV & Maintaining a Leading Market Share

    Cooperating with New EV & Maintaining a Leading Market Share • Sunny maintains good cooperation with global new EVs and has been the No.1 in terms of the vehicle lens sets shipment among the global new EVs. Y2022 Vehicle Lens Sets Shipment in Global EVs Y2022 Sunny’s Vehicle Lens Sets Shipment in Gl

  19. Slide 19: Continuous Micro-innovations & Technology Accumulation

    Continuous Micro-innovations & Technology Accumulation • In the increasingly competitive market, Sunny carries out continuous R&D and innovation in high-end ADAS sensing lens sets and enhances market competitiveness by making technology breakthrough in hybrid ADAS vehicle lens sets (glass and plasti

  20. Slide 20: Attractive Opportunity in Global Automotive LiDAR Market

    Attractive Opportunity in Global Automotive LiDAR Market Global Automotive LiDAR Market Forecast Sunny LiDAR Business Growth 市场容量（单位：KK） Market Volume (KK Market市场收入（单位：亿元） Revenue (100 million Sunny’s supply in the vehicle models unit) ￥) equipped with LiDAR released in the Automotive LiDAR Market

  21. Slide 21: Attractive Opportunity in Global Automotive HUD Market

    Attractive Opportunity in Global Automotive HUD Market Global HUD Market Forecast Global AR-HUD Market Forecast Market Volume (KK unit) Market Revenue (100 million ￥) Market Volume (KK unit) Market Penetration Rate (%) 5.0 10% ( 2022Y~2027Y Market Scale) 8.9% 2022Y CAGR 4.5 9% HUD market increased 7

  22. Slide 22: Advanced HUD Product Layout & Outbreak in Differentiation

    Advanced HUD Product Layout & Outbreak in Differentiation • Sunny LBS module with laser light source and MEMS technology solves the problems (contrast/size/cost) of traditional PGU, provides customers with better AR-HUD performance and will make technical reserve for future holographic projection ap

  23. Slide 23: Attractive Opportunity in Global Automotive Lighting Market

    Attractive Opportunity in Global Automotive Lighting Market Global Projection Headlamp Market Forecast Global Ground Projection Unit Market Forecast Market Volume (KK unit) Market Revenue (100 million ￥) Market Volume (KK Market Revenue (100 million unit) ￥) 250 Projection Headlamp (10K– 1KKPixel) 7

  24. Slide 24: Mastering Advanced Automotive Lighting Technology

    Mastering Advanced Automotive Lighting Technology • Ground projection unit starts to carry the functions of safe driving and intelligent driving besides personalized decoration with the development of intelligent driving market. It will be an information interaction medium to interact with other tra

  25. Slide 25: Thanks!

    Thanks！

  26. Slide 26: Investor Day - Sunny SmartLead

    SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜宇光學科技（集團）有限公司 （于开曼群岛注册成立的有限公司） （股份代号：2382.HK） Investor Day Corporate Presentation—Sunny SmartLead June 2023

  27. Slide 27: EEA Development & the Decoupling Trend between Software and Hardware

    EEA Development & the Decoupling Trend between Software and Hardware • Due to the increase in intelligence level, the EEA (electronic and electrical architecture) is rapidly developing from ECU towards DCU, accelerating the decoupling trend between software and hardware products. • Vehicle companies

  28. Slide 28: Trends in the Automotive Systems and Module Market

    Trends in the Automotive Systems and Module Market • In 2022, global car sales reached to 79.4 million units, with an average of three cameras per vehicle. In 2040, the average number of cameras will be expected to exceed ten units per vehicle; • With the rapid iteration of intelligent driving, high

  29. Slide 29: SmartLead's Business Exploration Path in Automotive Module

    SmartLead's Business Exploration Path in Automotive Module Business development: Serving Tier1, OEM; Relying on 2022 domestic business to train and expand global business layout Passed Korean Tier1, OEM audit Passed German Tier1, OEM audit Design-win projects Passed British OEM audit more than 20 •

  30. Slide 30: SmartLead's Product Layout in Automotive Modules

    SmartLead's Product Layout in Automotive Modules • Layout 4 types of visual module product lines based on the application scenarios and product characteristics of intelligent driving and intelligent cabin • Increase investment in new products and technologies and will launch more automotive optoelec

  31. Slide 31: SmartLead's Partners in Automotive Modules

    SmartLead's Partners in Automotive Modules • Collaborate with 10+ domestic and foreign Tier1 customers with independent R&D and OEM models • Collaborate with 20+ domestic and foreign OEMs, focus on independent R&D and adapt in advance through ecological cooperation with platforms, shorten R&D cycles

  32. Slide 32: SmartLead's System, Site and Equipment Support Business Development

    SmartLead's System, Site and Equipment Support Business Development System certification Manufacturing management system • IATF16949 • ISO26262 Clean workshop and high precision equipment • ASPICE L2 • TISAX • System requirements form different car manufacturers in Japan, Korea, Germany and the UK M

  33. Slide 33: SmartLead's Product Technology Direction and Layout

    SmartLead's Product Technology Direction and Layout • Continuously deploying the visual sensing hardware technology and building a moat with new product technology innovation • Layout on controller to build automotive systematic hardware solutions • Layout on general technology and capability, impro

  34. Slide 34: Thanks!

    Thanks！

  35. Slide 35: Perception and Interaction - From XR to Robots

    SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜宇光學科技（集團）有限公司 （于开曼群岛注册成立的有限公司） （股份代号：2382.HK） Perception and Interaction ——From XR to Robots Corporate Presentation—Sunny Optical Intelligence June 2023

  36. Slide 36: Display 52.9%

    Display 52.9% cophumed Optical and Memory | Related Chips 19.6% | 45 99 Others 12.3% *Data from: WellsennXR Optical Related Costs > 15%

  37. Slide 37: Sunny XR business Layout

    Sunny XR business Layout VR Optical Fresnel Pancake _ Perron and Interaction a Head VST RGB Face and Eye Depth Localization Tracking Optical Waveguide AR Machine

  38. Slide 38: XR Perception and Interaction Solution Evolution Path

    XR Perception and Interaction Solution Evolution Path 38

  39. Slide 39: Vision Perception and Interaction · Vision Pro

    Vision Perception and Interaction · Vision Pro 39

  40. Slide 40: Sunny 3D Vision Process

    Sunny 3D Vision Process be 3D Vision a START me! one 2010 r. fp _n Structured Stereo TOF L Light j, Camera \y_ 40

  41. Slide 41: Vision Perception and Interaction · Robots

    Vision Perception and Interaction · Robots 41

  42. Slide 42: Vision Perception and Interaction · Robotic Markets

    Vision Perception and Interaction · Robotic Markets 42

  43. Slide 43: Thanks!

    Thanks！

  44. Slide 44: Investor Day - Sunny Opotech

    SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜宇光學科技（集團）有限公司 （于开曼群岛注册成立的有限公司） （股份代号：2382.HK） Investor Day Corporate Presentation—Sunny Opotech June 2023

  45. Slide 45: 2023 Overall Smartphone Market Key Words and Countermeasures

    2023 Overall Smartphone Market Key Words and Countermeasures  Affected by slow global economic recovery, continued inflation, rising unemployment rate , and lengthened product replacement cycle, the 2023 overall smartphone demand has declined continuously. The Company expected that 2023 global smar

  46. Slide 46: Targets: thrive in business breakthroughs and continue to improve profitability

    2023 Overall Smartphone Market Key Words and Countermeasures Targets: thrive in business breakthroughs and continue to improve profitability  With the technology advantage and product innovation, Sunny leads the camera imaging technology in both flagship and foldable phones, where it helps to incre

  47. Slide 47: Upgrading Trends of Next Gen Camera

    Upgrading Trends of Next Gen Camera Continuous Fold Tele w/ Fold Tele w/ Sensor Shift OIS Variable Aperture Large Image Format Large Aperture The large aperture allows more incoming Molding packaging technology AOA technology enables lens lead Sensor shift OIS allows high lights to the sensor and im

  48. Slide 48: Core Platform Technologies

    Core Platform Technologies Molding Packaging High-precision High-precision Actuating Optical Assembly Advantage: ① Module height reduction > 0.37mm, XY inner Advantage: Advantage: shrinkage > 0.8mm compared with normal COB Multiple optics alignment at sub-micron level Integrated design of Actuator-L

  49. Slide 49: Process Capability

    Process Capability CAT Line Actuator Line XR Line (Close Loop Assembly & Testing Line) ① 1st industry initiative of fully integrated ① 1st actuator automatic line in the industry. ① Self-developed XR FATP production line and module assembly & testing line; enable COB- Automation range > 90% (20% hig

  50. Slide 50: Thanks!

    Thanks！

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