Industry Revenues:

• Optical Components: approx. 45%
• Optical Instruments: approx. 35%
• Optoelectronic Products: approx. 20%

TOP 3 Markets:

• China: approx. 50%
• USA: approx. 20%
• Europe: approx. 15%

Sunny Optical Technology generates the majority of its revenues from the manufacturing and sale of optical components, such as lenses and camera modules. These products are widely used in smartphones, vehicles, and other electronic devices.

The Chinese market is the most significant for the company, supported by strong demand for smartphones and automotive technologies in the region. The USA and Europe are also important markets, particularly due to the demand for advanced optical solutions in the automotive industry and consumer electronics.

Production Sites: China

Sunny Optical Technology (Group) Company Limited produces the majority of its products in China. The company has several production facilities in different provinces, including Zhejiang and Jiangsu. These locations are strategically chosen to benefit from the well-developed infrastructure and available workforce.

Concentrating production in China allows Sunny Optical to optimize costs while ensuring proximity to key suppliers and customers in the region. This is particularly important in the competitive electronics and optics industry.

Revenue Growth: Estimated at 8-10% annually (2025) Research & Development: Increase investments by approximately 15% (2025)

Sunny Optical Technology pursues a strategy that strongly focuses on innovation and technological leadership. The company plans to significantly increase its investments in research and development to develop new optical technologies and products that meet the requirements of rapidly growing markets for smartphones, automobiles, and virtual reality.

Another focus is on diversifying the product range and tapping into new markets, especially in the automotive industry, where the demand for advanced driver assistance systems (ADAS) and other optical solutions is increasing.

In addition, Sunny Optical aims to expand its production capacities by expanding existing facilities and opening new production sites to efficiently meet the rising demand. These measures are intended to enable the company to increase its market share in both established and emerging markets.

Main raw materials: Glass, plastics, metals, rare earth metals

Countries of origin: China, Japan, South Korea, USA

Sunny Optical Technology is a leading manufacturer of optical and optoelectronic products. Production requires a variety of raw materials, including glass and plastics for lenses and housings, as well as metals and rare earth metals for electronic components.

China is a significant supplier of rare earth metals, which are essential for the production of optoelectronic components. Japan and South Korea supply high-quality optical glasses and precision plastics, while the USA can also serve as a source of specialized materials.

The dependence on these countries reflects the need to source high-quality materials to ensure the high standards of the products.

Market share in the optical industry: 10% (estimated 2025)
Research & Development (R&D) expenses: 8% of revenue (2024)

Sunny Optical Technology has a significant competitive advantage in the optical industry, especially due to its strong position in the camera modules and optical lenses sector. The company benefits from its ability to offer high-quality products at competitive prices, enabled by its efficient production and economies of scale.

Another key advantage is the continuous investment in research and development, accounting for approximately 8% of revenue. These investments allow Sunny Optical to remain at the forefront of technological innovations and develop new, advanced products that meet rapidly changing market demands.

Additionally, the company has strong partnerships with leading smartphone manufacturers, further strengthening its market position and securing stable sources of income. Sunny Optical's competitive advantage is further supported by its global presence and its ability to quickly respond to market changes.

Institutional Investor Share: approx. 45% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant changes reported (as of 2025)

Sunny Optical Technology has traditionally had a high proportion of institutional investors, indicating confidence in the company's long-term strategy and growth potential. These investors are often large investment funds and pension funds aiming for stable returns.

Regarding insider buys and sells, there have been no significant transactions recently that could indicate a change in the management's confidence in the company's future development. This suggests a stable internal assessment of the company's situation.

Market share of Sunny Optical Technology: 18% (2025, estimated)

Top competitors and their market shares:

1. Largan Precision: 22%
2. Sunny Optical Technology: 18%
3. Sony Corporation: 15%
4. Samsung Electro-Mechanics: 12%
5. LG Innotek: 10%
6. Ofilm Group: 8%
7. AAC Technologies: 7%
8. Genius Electronic Optical: 5%
9. Sekonix Co., Ltd.: 3%

Moat of Sunny Optical Technology:

Sunny Optical Technology has a significant moat composed of several factors. The company benefits from a strong research and development department, enabling it to develop innovative optical products and technologies. Additionally, Sunny Optical has a broad customer base, including leading smartphone manufacturers and automotive companies.

Compared to its competitors such as Largan Precision and Sony, Sunny Optical has the advantage of a diversified product range that includes not only camera modules but also optical lenses and precision instruments. This provides a certain level of stability and risk mitigation against market fluctuations in individual segments.

However, companies like Largan Precision and Sony also have strong moats, particularly through their technological leadership and patents in the field of optical lenses. These companies heavily invest in advanced technologies, giving them a competitive edge.

Overall, Sunny Optical has a solid moat, but the competition is intense, and differentiation through innovation and customer relationships remains crucial for long-term success.

Revenue Growth: 10% (2024) R&D Expenses: 8% of revenue (2024) Market Share in the Optics Industry: 20% (2024)

Sunny Optical Technology recorded a revenue growth of 10% in 2024, attributed to strong demand for its optical products and a solid market position. The company continuously invests in research and development, allocating 8% of its revenue to this area to develop innovative products and enhance its competitiveness.

With a 20% market share in the optics industry, Sunny Optical demonstrates a strong presence and has established itself as one of the leading providers. These factors indicate that the company is well positioned to benefit from future market developments.

Overall, Sunny Optical Technology's stock could be an attractive investment, especially for investors interested in long-term growth. The ongoing investments in R&D and the strong market position support this assessment.

Dividend Yield: 2.5% (estimated for 2025)

Sunny Optical Technology has regularly paid dividends in the past. The company's dividend policy is aimed at providing shareholders with a stable return, with the payout typically being in line with the company's profits.

The reliability of dividend payment depends on several factors, including the financial health of the company and market conditions. Given Sunny Optical's stable financial performance and solid market position, the dividend payment is considered relatively reliable. Analysts expect that the company will continue to be able to pay dividends in the coming years, provided no unexpected economic challenges arise.