In a new Medium post, analyst Ming-Chi Kuo says 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, he adds.
In 2023, due to production problems, Sunny Optical lost iPhone lens orders to competitors, significantly reducing the company’s supply allocation. However, Kuo’s latest survey indicates that starting in the second half of 2024, iPhone orders will gradually return to Sunny Optical.
“This is due to Sunny Optical’s continuous production improvement and communication with Apple,” he says. “Sunny Optical aims to restore its 2023 lens supply allocation by 2025, fueling its business momentum in 2025.
