Because of the release of Apple iPhone 14 series, the industry is particularly concerned about the cell phone lens shipments of the new member of the fruit chain, Sunyu Optical Technology (02382.HK), in August.

 

 

On September 9, Suntech announced on the Hong Kong Stock Exchange that cell phone lens shipments in August were 92,574,000 units, down 26.2% year-on-year; cell phone camera module shipments were 38,717,000 units, down 30% year-on-year.

 

 

 

 

For the reason of the sharp decline, Suntech did not give more specific instructions, only that "mainly because the overall smartphone market demand is now light".

 

 

Camera supply chain experts Yang Xianqi (a pseudonym) believes that "it is estimated that the other product lines have declined greatly. Although Apple's iPhone 14 series main supply is Dali Light, but certainly will pull the shipments of Sunyu cell phone lens products."

 

 

In July this year, foreign media disclosed that Samsung Electronics to reduce costs, the GalaxyA series smartphones launched next year will not carry a depth-of-field lens, which also makes the rear main lens will be reduced from the existing four to three, which is equivalent to a 25% reduction in the amount of a single lens.

 

 

Yang Xianqi believes that this will have a greater impact on the shipments of Samsung's main lens suppliers, Sunwoo and Dali Light.

 

 

"Sunyu should not yet supply a large number of Apple, currently just into the embodiment of the Apple supply chain." Wei Liang (a pseudonym), an executive of a domestic optical manufacturer, said that the general environment of the cell phone industry this year is not good, Sunyu cell phone lens shipments are still relatively stable overall.

 

 

Wei Liang said at the same time, Apple strategy to prevent Dali Light a dominant, as a counterweight to Dali Light, Sunyu future related shipments will increase.

 

 

Previous news from the industry chain said that Sunyu received a large number of Apple iPhone 14 camera 7P lens orders, of which the proportion of high-order wide-angle 7P lens and low-order wide-angle 7P lens shipments were 50-60% and 55-65%.

 

 

If this news is true, according to Tide Electric Intelligence estimates, according to the media explosion of the Apple iPhone14 series stocking 34 million calculations, Sunyu supply Apple's cell phone lens will be about 20 million.

 

 

It is reported that the cell phone industry is now down, and the Android supply chain system is very serious in-volume. These years Sunyu in the cell phone field continued to advance high-end, including 8P lens products mass production, the purpose is also to improve the profitability of a single product.

 

 

Wei Liang said, "Everyone is scrambling to enter the fruit chain first because there is money to be made. As a member of the fruit chain, the gross margin of Suntech's cell phone lens products is expected to improve."

 

 

In addition, the announcement data shows that Suntech shipped 7.044 million lenses for vehicles in August, up 29% year-on-year.