On May 29, Ming-Chi Kuo, an analyst from TF International Securities, shared in a post that the latest supply chain survey reveals several encouraging trends for Sunny Optical. Firstly, capitalizing on its strengths in optical technology, Sunny Optical is set to venture into the realms of AI server Co-Packaged Optics (CPO) and silicon photonics coupling components. This strategic move positions the company at the forefront of cutting-edge technological advancements. Secondly, the company has successfully secured orders for optical components from OpenAI devices, marking a significant milestone in its business expansion. Thirdly, Sunny Optical's collaboration with Apple is progressing positively, with the potential to become a new Camera Compact Module (CCM) supplier for the tech giant. There are expectations that it will secure iPhone CCM orders by 2028. Additionally, it is poised to obtain orders for high-priced variable aperture lenses for the new iPhone models slated for release in the second half of 2026, with a market share of nearly 50%.