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郭明錤:玉晶光將為iPhone 13高階鏡頭初期獨家供應商
阿思達克 06-08 14:43
著名蘋果(AAPL.US)分析員、天風國際郭明錤指,最新的產業調查指出,大立光與玉晶光將自6月開始出貨iPhone 13的鏡頭,但大立光近期送樣iPhone 13的後置廣角鏡頭與後置長焦鏡頭樣本並未滿足蘋果要求,故蘋果已要求玉晶光提高出貨量並停止大立光出貨。

他預測玉晶光至少在6月將是iPhone 13的後置廣角鏡頭與後置長焦鏡頭的獨家供應商,即便大立光順利調整模具公差並在7月大量出貨,玉晶光因領先出貨優勢故Phone 13後置廣角鏡頭與後置長焦鏡頭出貨比重將高達65–70%,將顯著貢獻玉晶光6月與今年下半年的營收與獲利。

他預測Sony將於明年第二、三季推出PS5專用的VR裝置,將配備更高ASP透鏡與4個相機,並預測玉晶光將取得此新款VR透鏡與相機鏡頭各約50%的訂單。另外他又預測蘋果將於明年次季推出AR頭戴顯示裝置,因此裝置提供影像式穿透的AR體驗,故也需要透鏡,而玉晶光亦是關鍵供應商。(el/u) ~

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