Sunny Optical will provide most of the main iPhone 14 camera lenses

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In its latest analysis, Ming-Chi Kuo claims that China’s Sunny Optical will be the largest supplier of 7P wide-camera 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 wide-camera 7P 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.

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