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郭明錤料蘋果MR/AR頭盔將採用15顆相機模組 明年iPhone長焦鏡將升至7P
阿思達克 03-09 12:26
著名蘋果分析員郭明錤指,即便大立光面臨華為手機因美國禁令而市佔率大幅衰退的結構性風險,大立光仍具長期投資價值,中短期MR/AR頭盔與iPhone相關因素值得關注。

他估計蘋果MR/AR頭盔將採用15顆相機模組,而今年下半年新款iPhone Face ID的發射端將由玻璃鏡頭改為塑膠鏡頭,相信大立光進入VCM市場有利獲得明年下半年新款iPhone的一體式鏡頭設計訂單,同時明年的新款iPhone長焦鏡頭有望由6P升級至7P,相信大立光在今年高階iPhone 5P超廣角鏡頭的市佔率將由50%升至70%至80%。

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