舜宇光學為iPhone 14系列廣角相機7P鏡頭最大供應商 供應比重顯著超越大立光、玉晶光與市場共識
格隆匯8月1日丨蘋果分析師郭明錤表示:1. 舜宇光學的高階廣角7P鏡頭(用於兩隻高階iPhone 14 Pro) 與較低階廣角7P鏡頭(用於兩隻較低階iPhone 14) 的出貨比重分別為50–60%與55–65%。大立光與玉晶光的供應比重則約略相同。2. 舜宇光學的產能顯著提升,因此舜宇光學將持續價格戰以取得更多Apple訂單並提升產能利用率。3. 在iPhone鏡頭中,對獲利貢獻最大者為廣角鏡頭,故舜宇光學的廣角鏡頭市佔顯著提升,對大立光與玉晶光的關鍵影響在於獲利,而非營收。4. 大立光的廣角7P鏡頭ASP,高於舜宇光學與玉晶光15–25%,故舜宇光學市佔提升對大立光的獲利負面影響較低。5. 舜宇光學可能在2023年成為iPhone 15的ToF鏡頭主要供應商,玉晶光因是既有ToF鏡頭主要供應商,故受到負面影響高於大立光。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.