The second half of the cell phone market rebound signs are obvious, optical camera supply chain ushered in the "up" sound.

 

 

 

According to recent media reports, rumor Dali light has been in the fourth quarter of the Chinese mainland market, high-end lens price increases, in addition to Sunny Optics also recently announced that the price of new products in the first quarter of 2024. In this wave of price increases, it is expected that 5P lenses will rise 20% to 30%.
 

 

 

Supply chain sources said that due to the demand for the new Galaxy S24 series released in January next year, Samsung's purchasing director in November specially went to Dali Optical to seek additional supplies.

 

 

 

More exaggerated information shows that in the past two months in mainland China's cell phone lens prices rose sharply, including low-end 4P lens prices rose up to 30%.

 

 

 

 

Although a variety of price increase rumors are very lively, but the tide of electricity think tank to a number of cell phone lenses to prove that the response is not enthusiastic, the response is mostly "up a little bit", or "no price increase".

 

 

 

A cell phone lens manufacturer executives Yang Xianqi (a pseudonym) that "in the past two years, we are basically shipping at a loss, so now the market price changes should be called call back accurately, rather than price increases."

 

 

 

According to the tide of electricity think tank understanding, the first half of this year, the cell phone lens industry has appeared a price callback, when the price adjustment object for more than 5P high-end products.

 

 

 

Analysis seems to suggest that there are two main reasons for the price increase, one is the upstream optical supply manufacturers in the control of the scale and investment cycle has slowed down, a number of manufacturers to take the initiative to limit production, resulting in a decline in the total supply of high-end cell phone lenses; the second is that Huawei, Xiaomi, Glory, OPPO, vivo, and other brands of terminal de-inventorying is basically completed, a new round of stockpiling, which essentially becomes a supply chain resource scramble.

 

 

 

Not only that, since the second half of this year, CMOS image sensors, VCM motors, camera modules, and even three consecutive years of downward price filters, such as the entire cell phone camera industry chain have each ushered in a price increase in favor.

 

 

 

 

 

 

 

November 29, according to Taiwan's Economic Daily News reported that Samsung took the lead to open the first shot of CMOS price increases, has issued a CIS price increase notice to customers, announced that the first quarter of next year, an average increase of up to 25%, and individual product increases up to or up to 30%, price increases in the range of products mainly in the 32 megapixel specifications above.

 

 

 

December 6, according to the blogger named "fixed-focus digital" broke the news, Howell Technology two CMOS sensors OV50H and OV50D may be in December price increases, or about 10%.

 

 

 

Chaodian think tank and more than ten mainstream CMOS upstream and downstream supply chain communication, basically confirmed the chip price adjustment information, and mainly in the high-end rear camera.

 

 

 

For the question of whether the camera motor will also increase prices accordingly, a motor manufacturer said, "There are in mention, but will not be so fast results, it is estimated that we have to wait until after the first quarter." In fact, according to the tide of electricity think tank, the industry generally have an important consideration: now domestic motor suppliers want to fight for high-end resources, if we want to talk about price increases seem out of place.

 

 

 

Not long ago Haitong international research report pointed out that most of the camera module manufacturers have for Android customers camera module prices increased by 4% to 6%.

 

 

 

If the camera supply chain as a whole price adjustment, the end of the cell phone selling price will rise? That seems largely unlikely at this point.

 

 

 

"Now consumers are very sensitive to the price of smartphones, brand manufacturers will never be stupid to raise the selling price." Yang Xianqi said, on the one hand, the camera hardware in the whole machine cost accounted for a relatively small, will not bring obvious pressure on the downstream terminal; on the other hand, the core structural components of the trend of domestic substitution is obvious, such as expensive display, which has more space for cost control.

 

 

 

With 2024 approaching, the smartphone camera industry chain may enter another new stage.