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摩根士丹利:舜宇光学科技_2025 年投资者日关键要点
摩根· 2025-06-23 02:09
June 19, 2025 03:15 PM GMT Sunny Optical | Asia Pacific Key Takeaways from 2025 Investor Day Key Takeaways Vehicle-related businesses remain the key growth driver while smartphone- related businesses are targeting for margin improvement. 1. Vehicle lens demand is likely to grow from 317 mn units in 2024 to 552 mn units in 2030 ( Exhibit 1 ), implying a 10% CAGR. The company is continually gaining market share. 2. The company expects smart lamp shipment to achieve 55% CAGR in 2025-2030 while AR-HUD shipments ...