Sunny Optical’s 2025 business momentum to benefit significantly from being a new CCM supplier for Apple & iPhone orders return

1. Sunny Optical will become Apple’s new CCM supplier in 2025, with mass production and shipments in Vietnam for the CCM of the new M5 series MacBook models. Given that Sunny Optical is a first-tier CCM supplier in the world, if MacBook CCM shipments go smoothly, Sunny Optical may become the new CCM supplier for iPhone and iPad in the future.
2. Becoming Apple’s new CCM supplier implies two important trends for Sunny Optical: doubling revenue has become an achievable long-term goal, and vertical integration supports profit growth.
3. Apple’s annual CCM procurement amounts to approximately $13–15 billion, about three times Sunny Optical’s yearly revenue. If Sunny Optical continues to secure Apple CCM orders in the coming years while growing other businesses, doubling revenue in the long term is not impossible.
4. In Apple’s optical component supply chain, only Sunny Optical can simultaneously supply CCM and lenses. This vertical integration advantage is conducive to profit growth.

1. In 2023, due to production problems, Sunny Optical lost iPhone lens orders to competitors, significantly reducing the company’s supply allocation.
2. However, my latest survey indicates that starting from 2H24, iPhone orders will gradually return to Sunny Optical. This is due to Sunny Optical’s continuous production improvement and communication with Apple.
3. Sunny Optical aims to restore its 2023 lens supply allocation by 2025, fueling its business momentum in 2025.