Ming‑Chi Kuo of TF International says a supply‑chain survey
文 / 小金
2026-05-29 14:20:03
来源:亚金网
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.
