Sunny Optical Technology (Group) Co., Ltd. · HKEX:2382
Sunny Optical Technology (Group) — Investor Day (June 2021)
32 slides from Sunny Optical Technology (Group)'s investor day presentation, June 2021
Slide 1: Corporate Presentation – Investor Day
Sunny Optical Technology (Group) Company Limited 舜宇光学科技（集团）有限公司 (Incorporated in the Cayman Islands with limited liability) (Stock Code：2382.HK) Corporate Presentation Investor Day June 2021
Slide 2: Disclaimer
Disclaimer Expert in Optics 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)
Slide 3: Agenda
Agenda 1 Company Overview 2 Market Trends & Opportunities 3
Slide 4: Company Overview
Expert in Optics Company Overview 4
Slide 5: Leading Integrated Optical Components and Products Producer
Leading Integrated Optical Components and Products Producer Expert in Optics ➢ Established in 1984 and listed on the Main Board of the Hong Kong Stock Exchange in 2007, issued 1 billion shares. In September 2013, the Company had successfully placed 97,000,000 new shares. ➢ 4 production bases in Chin
Slide 6: Expand Production Bases to Cater to Prosperous Optical Industry
Expand Production Bases to Cater to Prosperous Optical Industry Expert in Optics New Production Base in Yuyao City New Production Base in Vietnam Phase II Production Base in Xinyang City New Production Base in India 6
Slide 7: Leverage on Optical Technology Advantages to Diversify Product Portfolio
Leverage on Optical Technology Advantages to Diversify Expert in Product Portfolio Optics Handset Industry Automobile Industry Lens set Camera module Other Vehicle lens set Vehicle module Other Imaging lens set New packaging module Display optical Front lens set Front module OMS HUD component Surrou
Slide 8: Market Trends & Opportunities
Expert in Optics Market Trends & Opportunities 8
Slide 9: Front Camera Trend
Front Camera Trend Expert in Optics 1 Mini-notch 2 Under-screen Camera Ultra Small Move Forward Notch Water Drop Hole Under Screen Head Solution Aperture Stop Solution ◆ Two major problems of the screen: ①Transmittance; ②Diffraction ◆ Impact: image fogging, severe flare, reduced signal-to- noise rat
Slide 10: Rear Camera Trend
Rear Camera Trend Expert in Optics 1 Larger Sensor Trend Exposure capability improvement More pixels Larger pixel High resolution Sensor 1.4u 1.2u 1.0u size 48M 64M 108M increases 2 Variable Aperture Electromagnetically driven mechanical shading sheet is used to adjust the amount of light going thro
Slide 11: Rear Camera Trend: Ultra-wide and Free-form Lens Solutions
Rear Camera Trend Expert in Optics 3 Ultra-wide Lens Set 4 Free-form Lens Solution New photography——Fish eye Perspective distortion-taller Non-rotational Structure part Free-form Three-dimensional Ultra-wide, EFL 12mm Wide image 2.35:1 symmetry effective diameter design (Different edge heights) 5 Te
Slide 12: Rear Camera Trend: GM Lens Solution
Rear Camera Trend Expert in Optics 6 8 GM Lens Solution Module one-piece design ➢ Main camera lens set: As the image surface increases, the use of GM lenses can reduce the 7 Continuous Zoom Tele Lens Set TTL and improve optical performance; or at the same TTL, a larger aperture can be achieved; ➢ 3
Slide 13: Emerging Optical Products Outlook: VR
Expert in Emerging Optical Products Outlook Optics 1 VR ➢ VR Large lens and subassemblies Near- 1P (Fresnel, Aspheric) to-eye display 2P Subassemblies ➢ Self-designed structure solution ➢ Self-developed assembling and testing equipment 13
Slide 14: Emerging Optical Products Outlook: VR/UAV/Robot
Emerging Optical Products Outlook Expert in Optics 2 VR/UAV/Robot… ➢ Environmental perception Space Position -ing Dual-cam with Dual-cam with Dual-cam 5P/6P (wide angle) high resolution ultra-wide angle with fish eye Eye-tracking Gesture recognition 6P(wide angle)/G(GM)+P (Single RGB/multi-cam/TOF/s
Slide 15: Emerging Optical Products Outlook
Emerging Optical Products Outlook Expert in Optics 3 家庭服务机器人 Smartphone 2K 4K Screen Screen Under- Ultra-thin macro with Match 2K Match 4K Ultra-thin macro lens set large aperture lens set screen screen screen finger- Pixel:188*188 Pixel:188*168 • Large object Object surface: Object surface： surface
Slide 16: Diversified Product Portfolio of Vehicle Cameras
Diversified Product Portfolio of Vehicle Cameras Expert in Optics Front Sensing Camera Outside Viewing Camera Single camera Multi-camera IR Camera 360° View 360° View Rear 1M 1M VGA Soc Raw Camera 2M 2M VGA 1M VGA 5M 1M 2M 1M 8M 8M 2M 2M Side Streaming DVR View Rear-mirror VGA 1M 1M 1M 2M 2M 2M Sens
Slide 17: Thanks!
Expert in Optics Thanks! 17
Slide 18: Autonomous Driving Developing Rapidly & Great Potential for Optical Application
Autonomous Driving Developing Rapidly & Great Potential for Optical Application Front view(ADAS) Interior view CMS Surround view Rear view LiDAR optical system Ground projection HUD Smart headlight optical system optical system Note：New product
Slide 19: Attractive Opportunity in Global Automotive Camera Market
1. Attractive Opportunity in Global Automotive Camera Market Attractive Opportunity in Automotive Camera Market(By application) Volume Trend（K unit） Revenue Trend（M US$） 视觉类相机 视觉+感应类相机 感应类相机 市场收入 （Source：2021Y TSR Report） • Due to the impact of the COVID-19, the global automotive camera market in 20
Slide 20: Attractive Opportunity in Global Automotive LiDAR Market
2. Attractive Opportunity in Global Automotive LiDAR Market Attractive Opportunity in Automotive LiDAR Market LiDAR adoption rate in ADAS cars (%) 车用激光雷达市场容量预测（单位：KK） Volume Trend（KK unit） 车用激光雷达市场收入预测（单位：百万美元） Revenue Trend（M US$） CAGR CAGR 63% 74% GAGR 64% （Source: 2020 Yole Report） • Thanks to se
Slide 21: Improving LiDAR Product Layout & Maximizing Customer Satisfaction
2. Improving LiDAR Product Layout & Maximizing Customer Satisfaction • Providing optical solutions based on customer needs, including but not limited to optical components, lens components, optomechanical modules, etc. Scanning components Optical windows Lens products Wide range of product types(len
Slide 22: Global Automotive HUD Market Opportunity
3. Global Automotive HUD Market Opportunity Attractive Opportunity in Automotive HUD Market 2020Y-2030Y HUD Market (volume & adoption rate) • During the period of 2020Y-2030Y, HUD market capacity and US adoption rate will increase especially after 2020Y. This D growth is driven by the improvement in
Slide 23: Advanced HUD Product Layout & Maximizing Customer Satisfaction
3. Advanced HUD Product Layout & Maximizing Customer Satisfaction Providing optical solutions based on customer needs, including but not limited to PGU, freeform mirror, optical components, etc., to maximize customer satisfaction. TFT Solution DLP Solution PGU DLP Chip Optics Mirrors Optics Optic s
Slide 24: Attractive Opportunity in Global Automotive Smart Headlamp Market
4. Attractive Opportunity in Global Automotive Smart Headlamp Market High resolution /Intelligent Mega pixels (DLP ) 1000~10000 pixels(Micro LED) • ADB Glare-free with ultra high accuracy • High precision ADB anti-glare • High resolution intelligent projection 10 ~100 pixels (Matrix LED) • Only simp
Slide 25: Attractive Opportunity in Global Automotive Smart Headlamp Market
4. Attractive Opportunity in Global Automotive Smart Headlamp Market High resolution /Intelligent Mega pixels (DLP ) 1000~10000 pixels(Micro LED) • ADB Glare-free with ultra high accuracy • High precision ADB anti-glare • High resolution intelligent projection 10 ~100 pixels (Matrix LED) • Only simp
Slide 26: Ningbo Sunny Automotive Optech Co., Ltd.
www.sunnyoptical.com &TRRPSRHSRAAIRAT NINGBO SUNNY AUTOMOTIVE OPOTECH CO.,LTD.
Slide 27: 2021 Overall Smartphone Market Key Words and Countermeasures
2021 Overall Smartphone Market Key Words and Countermeasures ➢ Affected by the oversea pandemic rebound, the overall smartphone demand has declined compared with the original forecast. The Company expected that 2021 global smartphone shipment will reach 1.3 billion, with 1.5% YoY slight growth, 5.8%
Slide 28: Target: Continue to Improve Core Competence
2021 Overall Smartphone Market Key Words and Countermeasures Target: Continue to Improve Core Competence ➢ Give full play to technical advantages and increase customer stickiness ➢ Establish the capacity for R&D and MP of core actuator component , and strengthen the ability of systematic product int
Slide 29: Upgrade Trend on Next Generation Camera
Upgrade Trend on Next Generation Camera 1 inch Sensor Pop-out Camera Continuous Zoom Periscope 1/2” Sensor 1/1” Sensor Pop-out Camera Normal Camera Chip performance improves with higher signal-to- Ultra large aperture, enhance light input with Optical zoom develops towards continuous zoom, noise rat
Slide 30: Core Platform Technology
Core Platform Technology MOC II MOC III High-precision Packaging Packaging Optical Assembly Advantage： Advantage： Advantage： Contemporary Adjustment：Peak，Tilt，Field 1. Module height reduction > 0.2mm 1. Module height reduction > 0.37mm Curve etc. optical performance, makes 2. Better module strength
Slide 31: Process Capability
Process Capability OLA OLW-mini WLT-mini (On-line Assembly) (Online Welding) (Wafer Level Test) ① Fully automatic loading & unloading and material transfer to achieve automatic ① Online automatic welding device, ① Fully automatic loading & unloading, production from COB to AA higher process integrat
Slide 32: Process Capability: SAA and SV-AOI
Process Capability SAA SV-AOI (Sensor Active Alignment) (Automated Optical Inspection) ① Unique multi-component AA capacity with ① Fully automatic loading & unloading to reach sensor, prism, mirror, etc. module full appearance inspection ② FOV & BFL adjustment of high zoom periscope ② Self-developed
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