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Sunny Optical becomes main iPhone 14 lens supplier, says Kuo

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Sunny Optical becomes main iPhone 14 lens supplier, says Kuo



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As the discharge of the iPhone 14 vary nears, analyst Ming-Chi Kuo says that Apple is more and more concentrating its wide-camera 7P lens orders on one provider.

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The forthcoming iPhone 14 Professional has been rumored so as to add a bigger 48mp sensor, however it is going to proceed to have the vary of lenses. Now analyst Ming-Chi Kuo says that his newest provide chain data reveals that element producer Sunny Optical is gaining an growing share of Apple’s orders.

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In his fuller publish increasing on the tweet about Sunny Optical, Kuo says that the corporate’s “capability has elevated considerably,” and it’s gaining a higher proportion of Apple’s wide-camera 7P lens orders.

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“Sunny Optical is the most important provider of wide-camera 7P lenses for iPhone 14 sequence,” writes Kuo, “and its provide ratio considerably exceeds Largan, Genius, and market consensus.”

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It is not clear what Kuo means by the ratio exceeding “market consensus,” however he does give extra particular particulars concerning the orders.

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“The cargo allocation of Sunny Optical’s high-end large 7P lens (utilized in two high-end iPhone 14 Professional) and lower-end large 7P lens (utilized in two lower-end iPhone 14) was 50-60% and 55- 65%, respectively,” he wrote. “The proportion of the availability of Largan and Genius is about the identical.”

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Kuo says that Sunny Optical’s elevated capability to provide the lenses imply that “the corporate will proceed the value battle to acquire extra Apple orders.”

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The figures are based mostly on what Kuo says is his “newest survey,” however he does additionally predict that Sunny Optical “could turn out to be the main provider of the ToF lens for iPhone 15 in 2023.” Presently the iPhone’s Time of Flight system, utilized in in its LiDAR characteristic, is especially supplied by Genius.

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