Ming‑Chi Kuo of TF International says a supply‑chain survey shows Sunny Optical
is gaining multiple market‑positive trends: it is leveraging existing optical
expertise to enter AI‑server co‑packaged optics (CPO) and silicon‑photonics
coupling components; it has secured orders for optical parts for OpenAI devices;
and it has two positive Apple developments — it is becoming a new camera‑module
(CCM) supplier with expected iPhone CCM orders in 2028, and it won high‑priced
variable‑aperture lenses for a 2H26 iPhone model that will account for roughly
50% of the relevant lens mix.
