Immediately, Tianfeng Worldwide analyst, Ming-Chi Kuo issued one other report concerning Apple’s provide chain. Based on him, the cooperation between Apple and Sunny Optical has been slowing down for a while. His report declare that the variety of coating gear and mildew prices that Apple is at present delivering to Sunny Optical is decrease than preliminary expectation. The report additionally predicts that Sunny Optical will nonetheless begin transport iPhone lenses within the second half of 2021. Nonetheless, the proportion of f1.5 7P wide-angle lens orders for iPhone 13 in 2021 could also be lower than 3%.
The report factors out that due to the iPhone 13, Largan and Yujingguang may have important HoH (half-year progress price) progress within the second half of 2021.
Amongst them, Largan is the primary provider of high-end lenses for iPhone 13. Yujingguang has been a brand new provider of telephoto lenses since iPhone 13. Up to now, the proportion of Kantatsu’s telephoto lenses was about 10%, and Yujingguang will get hold of a better proportion of telephoto lens orders (about 20%-30%).
Moreover, Ming-Chi Kuo retreated that Largan and Yujingguang are at present cooperating with Apple to develop AR/MR HMD lenses for the second quarter of 2022. As well as, they're additionally engaged on the 48MP high-end lenses for the brand new iPhone within the second half of 2022.
Kuo Ming-Chi’s predictions for the iPhone 14
Based on earlier studies from Kuo Ming-Chi, Apple’s 2022 iPhones may have 4 fashions. After all, we all know that the 2022 iPhone must be iPhone 14. This collection may have the 6.7-inch and 6.1-inch high-end fashions, and the decrease 6.7-inch and 6.1-inch variations. He additional claims that the 6.7-inch and 6.1-inch fashions will improve their digital camera to a 48MP (1/1.3″) sensor. The iPhone 13 will almost definitely not use the 48MP sensor.
He believes that this alteration will permit extra Android OEMs to undertake outsole CIS. Moreover, there will probably be a major enchancment within the digital camera efficiency. It is going to additionally promote AR/MR know-how with Apple to supply a greater AR/MR expertise. He reveals that Apple’s present 48MP suppliers are Sony (CIS), Largan (lens), and CCM (LG Innotek). Kuo additionally predicts that the 8P lens will profit from the development in yield and the lower in price.
Because of the U.S. ban on Huawei final 12 months, the income to Largan isn't so excessive anymore. Nonetheless. the damaging influence of the Huawei ban on Largan will most likely finish in Q3 2021 if the forecasts thus far are appropriate.