Sunny Optical to Benefit Significantly from Apple’s Optical Order Growth and Spec Upgrades Over Next Two Years
Key Growth Drivers for Sunny Optical’s Apple Orders in 2025–2026:1. Lens Supply Allocation to Rebound Significantly from ~5% in 2024 to 15–20% in 2025Sunny Optical’s Apple lens orders are gradually recovering from 2H24, with an estimated market share of about 5% in 2024. This shift is reflected in significant stock price corrections among Sunny’s competitors, indicating the market is already pricing in this shift. Looking ahead to 2025, benefiting from the ultra-slim iPhone 17 and more mature Ap...
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