Sunny Optical Technology (Group) Co Ltd

02382: XHKG (HKG)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Smartphone Component Suppliers Plagued by High DRAM Costs, but No Change to Our Long-Term View

Phelix Lee

Dec 11, 2025

DRAM and NAND memory prices have doubled over the past three months. Share prices of smartphone component players Q Technology, AAC Technologies, and Sunny Optical have retreated over 25% from their 2025 highs.

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Sunny Optical Technology (Group) Co Ltd

Smartphone Component Suppliers Plagued by High DRAM Costs, but No Change to Our Long-Term View

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