▌The latest supply chain checks indicate that Sunny Optical is seeing several new positive trends:
1. Leveraging its existing optical technology strengths, the company is preparing to enter AI server CPO / silicon photonics coupling components.
2. Securing orders for optical components in OpenAI's devices.
3. Two positive Apple order trends: 1) becoming a new Apple CCM supplier, with iPhone CCM orders expected in 2028; 2) winning the high-ASP variable aperture lens for the 2H26 new iPhones, with a order share approaching 50%.
▌Preparing to enter AI server CPO / silicon photonics coupling components:
1. Has already planned and is preparing to ship samples of CPO / silicon photonics coupling components, including collimating lenses, microlens arrays, and optical path redirection elements (micro-prisms, metalenses, etc.).
2. The company has decided to actively pursue its AI server business through strategic investments and M&A.
▌OpenAI device optical components order:
Sunny has secured NPI projects for optical components used in OpenAI’s smartphone and another pocket / mobile device.
▌Positive Apple order trends:
1. Sunny has become a new Apple CCM supplier, producing the MacBook Neo CCM. MacBook Neo shipments have come in better than expected, with the 2026 shipment forecast raised from 5 million to 10 million units.
2. The 2028 iPhone's ultra-wide CCM is expected to drop flip-chip in favor of an improved COB version, and Sunny Optical is well positioned to become a supplier.
3. For the 2H26 new iPhone 18 Pro/Pro Max, the variable aperture lens carries a 50% higher ASP (vs. the high-end 7P lens), with Sunny's supply share reaching 40–50%.