Apple launched the iPhone 12 last year with a bunch of new features and these are the first 5G iPhone from the company. Just recently, the company has also unveiled a new purple color edition of the iPhone 12 as well. Meanwhile, new leaks have been coming for the upcoming iPhone 13.
Ming-Chi Kuo issued a report saying that the latest industry survey showed that the number of coating equipment and mold costs that Apple is currently delivering to Sunny Optical is lower than expected. I believe that Apple and Sunny Optical’s cooperation has slowed down for some time.
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The report predicts that Sunny Optical will still start shipping iPhone lenses in the second half of 2021, but the proportion of f/1.5 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 are expected to 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 the iPhone 13. In the past, the proportion of Kantatsu’s telephoto lenses was about 10%, and Yujingguang is expected to obtain a higher proportion of telephoto lens orders (about 20%-30%).
It is reported that Largan and Yujingguang are currently cooperating with Apple to develop AR/MR HMD lenses for the second quarter of 2022 and 48MP high-end lenses for the new iPhone in the second half of 2022.
