Ming-Chi Kuo: Sunny Optical is experiencing several new positive trends
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Golden Ten Data reported on May 29 that Ming-Chi Kuo from Tianfeng International stated in an article that the latest supply chain survey shows Sunny Optical is experiencing several new positive trends: 1. Leveraging its existing optical technology advantages, it is preparing to enter the AI server CPO/silicon photonics coupling component sector; 2. Optical component orders for OpenAI devices; 3. Two positive trends in Apple orders: 1) Becoming a new CCM supplier for Apple and is expected to obtain iPhone CCM orders in 2028; 2) Securing nearly 50% share of high-priced variable aperture lenses for the new iPhone models launching in the second half of 2026.
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