Today, Tianfeng International analyst, Ming-Chi Kuo issued another report regarding Apple’s supply chain. According to him, the cooperation between Apple and Sunny Optical has been slowing down for some time. His report claim that the number of coating equipment and mold costs that Apple is currently delivering to Sunny Optical is lower than initial expectation. The report also predicts that Sunny Optical will still start shipping iPhone lenses in the second half of 2021. However, the proportion of f1.5 7P wide-angle lens orders for iPhone 13 in 2021 may be less than 3%.
The report points out that thanks to the iPhone 13, Largan and Yujingguang will have significant HoH (half-year growth rate) growth in the second half of 2021.
Among them, Largan is the main supplier of high-end lenses for iPhone 13. Yujingguang has been a new supplier of telephoto lenses since iPhone 13. In the past, the proportion of Kantatsu’s telephoto lenses was about 10%, and Yujingguang will obtain a higher proportion of telephoto lens orders (about 20%-30%).
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Furthermore, Ming-Chi Kuo retreated that Largan and Yujingguang are currently cooperating with Apple to develop AR/MR HMD lenses for the second quarter of 2022. In addition, they are also working on the 48MP high-end lenses for the new iPhone in the second half of 2022.
Kuo Ming-Chi’s predictions for the iPhone 14
According to earlier reports from Kuo Ming-Chi, Apple’s 2022 iPhones will have four models. Of course, we know that the 2022 iPhone should be iPhone 14. This series will have the 6.7-inch and 6.1-inch high-end models, and the lower 6.7-inch and 6.1-inch versions. He further claims that the 6.7-inch and 6.1-inch models will upgrade their camera to a 48MP (1/1.3″) sensor. The iPhone 13 will most likely not use the 48MP sensor.
He believes that this change will allow more Android OEMs to adopt outsole CIS. Furthermore, there will be a significant improvement in the camera performance. It will also promote AR/MR technology with Apple to provide a better AR/MR experience. He reveals that Apple’s current 48MP suppliers are Sony (CIS), Largan (lens), and CCM (LG Innotek). Kuo also predicts that the 8P lens will benefit from the improvement in yield and the decrease in cost.
Due to the U.S. ban on Huawei last year, the revenue to Largan is not so high anymore. However. the negative impact of the Huawei ban on Largan will probably end in Q3 2021 if the forecasts so far are correct.