MacRumors of the intermediary outside cite reports, according to the newest research report that from analyst of day wind negotiable securities Guo Ming Zuo provides, IPhone camera configuration wants to just can great hardware upgraded 2022 at least. Basically be to show camera lens supplier to establish photoelectricity greatly in this report (Largan) He Yujing photoelectricity (Genius Electronic Optical) the price war between, this will affect the gain ability of the supplier.
Yu Jingguang points out in this report the risk with electric very big presence, above all business height counts malic company, together with establishs photoelectric to depreciate greatly apiration, Shun Yuguang learns science and technology (Sunny Optical) be about to enter camera lens of high-end IPhone camera to supply chain.
Go out in this report middle finger: "We are forecasted produce to rise can utilization rate, possible meeting is in big electrode establishing light to adjusted the ASP of camera lens of the high end in IPhone 15-25% to control first half of the year 2021. This meeting is right scale of order of jade brilliant photoelectric, produce can utilization rate and wool interest rate produce immediate effect. The influence of price war will begin from January 2021, the battalion January receives jade brilliant photoelectricity annulus comparing growth may have a digit only, give now possibly even to slip " .
Mr. Guo is special forecast, the camera camera lens of IPhone won't have before 2022 upgrade apparently. The challenge that this represents to jade brilliant photoelectricity is faced with may last several years, "Unless the structural sex challenge of camera lens industry gets clear improvement, or jade brilliant photoelectricity can reduce pair of apple order considerably depend on " .
Although Mr. Guo is forecasted,with the IPhone type 2022 medium camera camera lens was 2021 on hardware won't have apparent progress, but this does not mean scarcely of integral camera function to be able to have improvement. The apple also gave quite great effort in the software side of camera function, so we still may see new function is mixed other adjust, because of the improvement of the other element of the camera hardware stack besides software and camera lens.
