EarningsSunny Optical is poised for strong earnings recovery with a 73% CAGR forecast from FY23-26, driven by recovering shipments and gross margin expansion from the AI phone boom.
Market PositionSunny Optical commands a c.30% market share in handset lens sets globally and boasts broad product exposure across several segments including consumer electronics, vehicles, and robots.
Product DevelopmentSunny Optical is positioned to expand its role with the upcoming iPhone 16 Pro, which will feature an upgraded 48-megapixel ultra-wide camera lens, boosting its lens set revenue and gross margin.