In response to information on June 13, Tianfeng Worldwide analyst Ming-Chi Kuo tweeted this morning, saying that the front-facing digicam of the iPhone 14 collection will probably be upgraded to AF autofocus, and it has been uncovered.entrance digicam provider.
Ming-Chi Kuo mentioned that the front-facing digicam of the iPhone 14 will probably be upgraded to AF (at the moment fastened focal size), and the Selfie and picture efficiency will probably be considerably improved.Key {hardware} upgrades additionally embodyAdd VCM and improve to 6P lens(at the moment 5P).
In response to stories, the winner of the iPhone 14’s entrance lens improve to AF isYujingguang and Gaowei Electronics.
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Yujingguang is the primary provider of 6P lenses for entrance AF cameras, and the ASP is about 20% greater than the prevailing 5P.
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Cowell Electronics, a CCM provider below Luxshare Precision Group, can profit from the vertical integration of CCM and VCM (Luxshare Precision is a brand new VCM provider for entrance cameras).
It’s value noting that Ming-Chi Kuo mentioned that Yujingguang has the next proportion of the full lens provide within the iPhone 14 than Largan.That is the primary time that Yujingguang has surpassed Largan within the proportion of orders for brand new iPhone lenses.
Benefiting from the iPhone’s rear digicam orders, Cowell Electronics has extra room for development than its friends within the subsequent few years. Luxshare is a brand new VCM provider, however given its giant enterprise dimension, VCM’s contribution to its gross sales/EPS ought to be restricted.
IT Home discovered that Ming-Chi Kuo concluded that the suppliers of the iPhone 14 entrance autofocus lens embody:
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CIS: Sony
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Lens: Yujingguang and Da Liguang
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VCM: Alps and Luxshare Precision
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CCM: LG Innotek and Cowell Electronics
Supply: www.ithome.com
