Sunny Optical will be the largest supplier of wide-camera 7P lenses for the upcoming iPhone 14, according to a new report fromTF International Securities analyst Ming-Chi Kuo.
The shipment allocation of Sunny Optical’s high-end wide 7P lens (used in two high-end iPhone 14 Pro) and lower-end wide 7P lens (used in two lower-end iPhone 14) was 50–60% and 55- 65%, respectively. The proportion of the supply of Largan and Genius is about the same.
Sunny Optical has improved its capacity significantly and so will likely offer aggressive pricing to obtain more Apple orders and raise utilization.
Ku says that the wide lens is the largest contributor to profit and so Sunny Optical's market share gain on Largan and Genius is notable.
Largan’s wide 7P lens ASP is 15–25% higher than that of Sunny Optical and Genius. Therefore, Sunny Optical’s market share gain has a lower negative impact on Largan’s profit.
Finally, Kuo suggests that Sunny Optical may become the main supplier of the ToF lens for next year's iPhone, negatively affecting Genius.
Apple is widely expected to unveil four new iPhone 14 models this fall including an iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. It's believed the iPhone 14 Pro will get an A16 processor, a 'pill + hole' cutout design, a 48MP wide camera, a larger camera bump, an autofocus selfie camera, and rounder corners. The iPhone 14 is expected to keep the A15 processor and current notch but get 6GB of RAM.
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The shipment allocation of Sunny Optical’s high-end wide 7P lens (used in two high-end iPhone 14 Pro) and lower-end wide 7P lens (used in two lower-end iPhone 14) was 50–60% and 55- 65%, respectively. The proportion of the supply of Largan and Genius is about the same.
Sunny Optical has improved its capacity significantly and so will likely offer aggressive pricing to obtain more Apple orders and raise utilization.
Ku says that the wide lens is the largest contributor to profit and so Sunny Optical's market share gain on Largan and Genius is notable.
Largan’s wide 7P lens ASP is 15–25% higher than that of Sunny Optical and Genius. Therefore, Sunny Optical’s market share gain has a lower negative impact on Largan’s profit.
Finally, Kuo suggests that Sunny Optical may become the main supplier of the ToF lens for next year's iPhone, negatively affecting Genius.
Apple is widely expected to unveil four new iPhone 14 models this fall including an iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. It's believed the iPhone 14 Pro will get an A16 processor, a 'pill + hole' cutout design, a 48MP wide camera, a larger camera bump, an autofocus selfie camera, and rounder corners. The iPhone 14 is expected to keep the A15 processor and current notch but get 6GB of RAM.
Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more iPhone updates.