Apple periodically reins in its supply line, as the iPhone maker works to maintain quality while attempting to keep costs down. Apple appears to be doing it again, as Apple industry analyst Ming-Chi Kuo says Apple has tapped a relatively new supplier for camera lenses for its upcoming iPhone 14 and iPhone 14 Pro models .
Kuo says Apple has tapped Sunny Optical to be the largest supplier of wide camera lenses for the iPhone 14 and iPhone 14 Pro models. He says the supplier will produce two different versions of the wide camera lens: a higher-end one for the iPhone 14 Pro model and a lower-end one for the standard iPhone 14 model.
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 ratio of the supply of Largan and Genius is almost the same.
Kuo says Sunny Optical has increased its capacity and plans to go after the company’s two other suppliers, Largan and Genius.
Here is my latest survey:
- 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 ratio of the supply of Largan and Genius is almost the same.
- Sunny Optical’s capacity has grown significantly, so the company will continue the price war to get more Apple orders and increase usage.
- Among iPhone lenses, the widest lens is the biggest contributor to profit. Therefore, the significant impact of wide lenses’ significant market share gains over Sunny Optical’s Largan and Genius is profit, not revenue.
- The Largan’s wide 7p lens is 15-25% longer than the ASP Sunny Optical and Genius. Therefore, Sunny Optical’s increase in market share has less negative impact on Largan’s profit.
- Sunny Optical may become the main supplier of ToF lenses for iPhone 15 in 2023. Genius is the main supplier of existing ToF lenses, so it will be more negatively affected than Largan.
Apple is expected to unveil its new iPhone 14 lineup at an event in September where the company is expected to debut its Apple Watch Series 8, and possibly other products, such as the much-rumoured AirPods Pro 2.
(via imore)
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