1. Home
  2. >>
  3. iphone 4
  4. >>
  5. Kuo: Apple relies on Sunny Optical for most iPhone 14 main camera lenses

Kuo: Apple relies on Sunny Optical for most iPhone 14 main camera lenses



Kuo: Apple relies on Sunny Optical for most iPhone 14 main camera lenses


In its latest analysis, Ming-Chi Kuo claims that China’s Sunny Optical will be the largest supplier of wide-camera 7P lenses for the iPhone 14 series, surpassing market consensus that Largan and Genius would have been the most important suppliers. for this generation.

Sunny Optical is still pretty much a new supplier for the Cupertino company, having started being part of the iPhone supply chain last year. Now, the company is responsible for most of the 7P wide-camera lenses for the iPhone 14 series. Kuo explains:

The shipping allowance of Sunny Optical’s high-end 7P wide lens (used in two high-end iPhone 14 Pro) and low-end 7P wide lens (used in two low-end iPhone 14) was from 50 to 60% and from 55 to 65%. , respectively. The supply proportion of Largan and Genius is about the same.

The analyst says Sunny Optical has “significantly” increased its capacity, so it will continue the price war to get more orders and increase usage. Also, for the iPhone 15 series, Sunny Optical may become the main supplier of the ToF lens in 2023.

Kuo gives a little more context on what’s happening in the supply chain scenario for the iPhone 14 series:

The shipping allowance of Sunny Optical’s high-end 7P wide lens (used in two high-end iPhone 14 Pro) and low-end 7P wide lens (used in two low-end iPhone 14) was from 50 to 60% and from 55 to 65%. , respectively. The supply proportion of Largan and Genius is about the same.

The wide ASP of Largan’s 7P lens is 15-25% higher than that of Sunny Optical and Genius. Therefore, Sunny Optical’s market share gain has a lesser negative impact on Largan’s earnings.

The iPhone 14 series will have a significant improvement on its cameras. For example, analysts are expecting a 48-megapixel wide sensor for the first time.

While a 48MP might unlock new features, it’s likely that Apple will continue to shoot at 12MP, as you can read more about here. The regular iPhone 14 models will remain with a 12MP sensor in all lenses.

In June, Kuo said Phone 14 would also represent Apple’s biggest smartphone front-facing camera upgrade in years. The analyst predicts that the new camera will feature autofocus, which should result in significantly better quality for capturing photos and videos compared to the current fixed-focus camera . Additionally, he also expects a larger f/1.9 aperture.

iPhone 14: the camera is ready for your next photos

According to new information from the Taiwanese analyst Ming-Chi Kuo, Apple would have finally chosen to call on Sunny Optical to design the majority of the lenses dedicated to the camera of the future iPhone 14. Largan and Genius, two other suppliers, would complete the order but to a lesser extent, with around 50 to 35% of the cake depending on the model.

Still according to the researcher, it is the wide-angle sensor that would offer the best margin to Apple, even though the firm’s latest quarterly results in this area are just higher than in 2021. As a reminder, at this day the lens in question found on the iPhone 13 Pro offers a definition 12 megapixels with ƒ/1.5 aperture.

The iPhones of 2023 in the crosshairs

Under this acronym hides the term Time of Flight for flight time; these are LiDAR-type radars that measure distances with a subject. Augmented reality apps are the main beneficiaries, as evidenced by the RoomPlan API recently unveiled by Cupertino.

For the moment, however, it is still genius which takes care of the majority of deliveries of this part installed on the back of the iPhone 13 Pro and iPhone 13 Pro Max. The company should therefore lose heavy market share by 2023…

What to expect from the camera on iPhone 14?

If you plan to treat yourself to an iPhone 14 in the next quarter, several clues already published concerning its camera can direct you to the model to choose. Starting with information indicating that the selfies will perhaps be of better quality thanks to the companies LG Innotek and Sharp, already acclaimed in the past when it comes to designing high-end smartphones.

It is also rumored that a more powerful zoom is in the pipeline, but this is also an advantage that may not be ready for 2022. The so-called “periscope” lens which would make it possible to achieve this would then only be integrated into the iPhone 15 Pro, the fault of a production circuit in Asia.

Sunny Optical Becomes Leading Lens Supplier for iPhone 14, Says Kuo

As the release of the iPhone 14 lineup draws closer, analyst Ming-Chi Kuo says Apple is increasingly concentrating its orders for 7P wide-camera lenses to a single vendor.

The upcoming iPhone 14 Pro has been rumored to add a larger 48mp sensor, but it will continue to have the range of lenses. Now analyst Ming-Chi Kuo says his latest supply chain insights show component maker Sunny Optical getting a growing share of orders from Apple.

In his fuller post Expanding on the Sunny Optical tweet, Kuo says that “the company’s capacity has increased significantly” and that it is winning a greater proportion of Apple’s wide-camera 7P lens orders.

“Sunny Optical is the largest supplier of wide camera 7P lenses for the iPhone 14 series,” writes Kuo, “and its supply ratio far exceeds Largan, Genius and market consensus.”

It’s unclear what Kuo means by the ratio exceeding “market consensus”, but he gives more specific details about the orders.

“The shipping allowance of Sunny Optical’s high-end 7P wide lens (used in two high-end iPhone 14 Pro) and low-end 7P wide lens (used in two low-end iPhone 14) was 50-60% and 55-65%. %, respectively,” he wrote. “The supply proportion of Largan and Genius is about the same.”

Kuo says Sunny Optical’s increased ability to produce the lenses means “the company will continue the price war to secure more Apple orders.”

The numbers are based on what Kuo says is his “latest survey”, but he also predicts that Sunny Optical “could become the leading supplier of the iPhone 15 ToF lens in 2023”. Currently, the iPhone’s Time of Flight system, used in its LiDAR function, is mainly provided by Genius.