Huawei's strong return in the high-end cell phone market, upstream suppliers take the opportunity to get rich.

 

 

 

Tianfeng International analyst Ming-Chi Kuo said on January 15, Huawei's new flagship model P70 series is expected to ship at least 2024 than the previous generation of P60 series growth of about 150%, the main supplier of high-level lens Dali light as a key beneficiary, shipments to Huawei lenses the average unit price in the off-season will be raised by 20-30%.

 

 

 

He further disclosed that, benefiting from the specification upgrade, Dali optical shipments to Samsung lens unit price is expected to grow 5-10% in 2024.

 

 

 

For such a "double standard" play, China's first-tier optical manufacturers executives Yang Xianqi (a pseudonym) analysis, "Dali light high-end cell phone lens scale delivery capacity is very strong, Huawei shipments surge, its dependence on the larger; In contrast, samsung has its own cell phone lens, Dali light more replenishment auxiliary that is not decisive."

 

 

 

 

 

Looking ahead to 2024 cell phone camera market trends, Yang Xianqi said, glass-plastic hybrid, periscope telephoto, reduce the allocation of upgrading regulations, as well as the supply chain of domestic substitution are worthy of attention.

 

 

 

According to Chaodian Think Tank, in the first half of 2023, the cell phone lens industry has already seen a price retracement, when the price adjustment target for high-end products above 5P.

 

 

 

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

 

 

 

More exaggerated information shows that in the past three months in mainland China, cell phone lens prices rose, including low-end 4P lens prices rose by up to 30%. But the authenticity of this information has been questioned and denied by a number of optical manufacturers.

 

 

 

Yang Xianqi said, "In the past two years, everyone is basically shipping at a loss, so now the market unit price changes should accurately be called a pullback, rather than price increases."

 

 

 

Chaodian Think Tank synthesized a number of cell phone core supply chain news, Huawei P70 series is expected to be released in the first quarter of 2024, a more accurate point in time is expected at the end of March.

 

 

 

For the Huawei P70 series, Ming-Chi Kuo, who has been tracking Apple's iPhone for many years, is not at all stingy with praise, calling it Huawei's next major milestone product, and sales will even far exceed the Huawei P60, which is expected to reach 13-15 million units.

 

 

 

 

Huawei P70 series modeling images in late 2023 has been exposed, the new machine adopts the three main camera is all large aperture knife method, the real machine is made of metal + basalt architecture. This means that the current development of Huawei P70 series has come to the stage of appearance design, the exposure of the appearance design may be the final production program, but it does not rule out that there will be other modifications.

 

 

 

Guo Ming-Chi hailed the P70 as the most powerful image flagship. From the perspective of technological innovation and development, Chaodian Think Tank believes that Huawei P70 has three major highlights.

 

The first is the glass-plastic hybrid. According to Ming-Chi Kuo, the P70 Art wide-angle camera will use a 1G6P glass-plastic hybrid lens. According to Tide Tech, 8P cell phone lenses will face competition from 1G+6P lenses.G+P glass-plastic hybrid lenses have the advantage of a shorter height, better resistance to variability, and the production cost gap with 8P lenses is gradually shrinking.

 

 

 

 

Second, CMOS image sensors. There are breaking news that Huawei P70 series main camera will use domestic CMOS sensors, is expected to be a new generation of Howell OV50 series sensors. The main camera program is co-created by Huawei and Howell together, the specifications or nearly an inch large bottom.

 

 

 

 

Third, the telephoto microscope technology. Huawei cell phone microscope technology patents have not long ago been exposed online, there are sources pointing out that this new shooting technology is expected to debut on the Huawei P70 series. Based on the telephoto microscope head + XMAGE image algorithm, the phone will be able to shoot to the naked eye is difficult to see the subtle picture, can bring users a better experience.