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Sunny Optical
16 atoms · 跨 3 天 · 首见 2026-05-29 · 最近 2026-06-16
三色: 🟦 fact 16 · 🟥 take 0 · stance ▲15/▼0/◆0
来源: X 16
时态: fresh:16
标签: 好观点:9 · 好数字:4 · 好信源:3
预测 (forecast) (2)
- 2026-05-29 · 成为苹果新CCM供应商
becoming a new Apple CCM supplier, with iPhone CCM orders expected in 2028
tags: 好观点 · → daily
value: date=2028
- 2026-05-29 · 有望成为2028年iPhone超广角CCM供应商
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.
tags: 好观点 · → daily
value: date=2028
事实 (fact) (14)
- 2026-06-16 · 内部讨论在新加坡设立FAU相关业务办公室
internal sources at Sunny Optical revealed that, anticipating customer demand, the group is internally discussing setting up an FAU related business office in Singapore
tags: 好信源 · → daily
- 2026-06-16 · 将FAU团队升格为研究院级别并计划在新加坡设基地
the major Chinese optics player Sunny Optical is elevating its fiber array unit (FAU) team to the level of a research institute and plans to set up a base in Singapore
tags: 好信源 · → daily
- 2026-05-29 · 进入AI服务器供应链
Sunny Optical is preparing to enter AI server
tags: 好信源 · → daily
- 2026-05-31 · 开盘涨跌
Sunny Optical gained 3.58%
tags: 好数字 · → daily
value: direction=gained 3.58%
- 2026-05-29 · 存在多个积极新趋势
Sunny Optical is seeing several new positive trends
tags: 好观点 · → daily
- 2026-05-29 · 赢得iPhone 18 Pro/Pro Max可变光圈镜头订单份额
winning the high-ASP variable aperture lens for the 2H26 new iPhones, with a order share approaching 50%.
tags: 好数字 · → daily
value: qty=40-50% · date=2H26
- 2026-05-29 · iPhone 18 Pro/Pro Max可变光圈镜头ASP比高端7P镜头高50%
the variable aperture lens carries a 50% higher ASP (vs. the high-end 7P lens)
tags: 好数字 · → daily
value: qty=50% higher · date=2H26
- 2026-05-29 · iPhone 18 Pro/Pro Max可变光圈镜头供应份额
Sunny's supply share reaching 40–50%.
tags: 好数字 · → daily
value: qty=40-50% · date=2H26
- 2026-05-29 · 进入AI服务器CPO/硅光子耦合组件
Leveraging its existing optical technology strengths, the company is preparing to enter AI server CPO / silicon photonics coupling components.
tags: 好观点 · → daily
- 2026-05-29 · 获得OpenAI设备光学组件订单
Securing orders for optical components in OpenAI's devices.
tags: 好观点 · → daily
- 2026-05-29 · 已规划并准备出货CPO/硅光子耦合组件样品
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.).
tags: 好观点 · → daily
- 2026-05-29 · 决定通过战略投资和并购积极拓展AI服务器业务
The company has decided to actively pursue its AI server business through strategic investments and M&A.
tags: 好观点 · → daily
- 2026-05-29 · 获得OpenAI智能手机及其他移动设备光学组件NPI项目
Sunny has secured NPI projects for optical components used in OpenAI’s smartphone and another pocket / mobile device.
tags: 好观点 · → daily
- 2026-05-29 · 成为苹果MacBook Neo CCM供应商
Sunny has become a new Apple CCM supplier, producing the MacBook Neo CCM.
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-06-16 ·
fact · 内部讨论在新加坡设立FAU相关业务办公室 · → daily
- 2026-06-16 ·
fact · 将FAU团队升格为研究院级别并计划在新加坡设基地 · → daily
- 2026-05-31 ·
fact · 开盘涨跌 · → daily
- 2026-05-29 ·
fact · 进入AI服务器供应链 · → daily
- 2026-05-29 ·
fact · 存在多个积极新趋势 · → daily
- 2026-05-29 ·
fact · 进入AI服务器CPO/硅光子耦合组件 · → daily
- 2026-05-29 ·
fact · 获得OpenAI设备光学组件订单 · → daily
- 2026-05-29 ·
forecast · 成为苹果新CCM供应商 · → daily
- 2026-05-29 ·
fact · 赢得iPhone 18 Pro/Pro Max可变光圈镜头订单份额 · → daily
- 2026-05-29 ·
fact · 已规划并准备出货CPO/硅光子耦合组件样品 · → daily
- 2026-05-29 ·
fact · 决定通过战略投资和并购积极拓展AI服务器业务 · → daily
- 2026-05-29 ·
fact · 获得OpenAI智能手机及其他移动设备光学组件NPI项目 · → daily
- 2026-05-29 ·
fact · 成为苹果MacBook Neo CCM供应商 · → daily
- 2026-05-29 ·
forecast · 有望成为2028年iPhone超广角CCM供应商 · → daily
- 2026-05-29 ·
fact · iPhone 18 Pro/Pro Max可变光圈镜头ASP比高端7P镜头高50% · → daily
- 2026-05-29 ·
fact · iPhone 18 Pro/Pro Max可变光圈镜头供应份额 · → daily
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