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Teacher Guo: iPhone 11 upgrade to three-shot, second-generation XR upgrade to dual camera

via:MacX     time:2019/4/18 20:07:57     readed:218


Apple Online Store (China)

(1) 6.5 inches.OLEDThe 5.8-inch OLED and 6.1-inch LCD rear cameras have been upgraded to three-camera, three-camera and two-camera, respectively. Three new ultra wide angle cameras, equipped with Sony exclusive supply of 12MP/1um CIS and 5P/f2.2 lens.

(2) 3 new modelsIPhoneAdvance camera upgrade to 12MP CIS 5P lens (vs. (current 7MP CIS 4p lens).

Black mirror coating is advantageous to unit price increase. In order to make the lens less obvious in appearance, the black mirror coating technology will be used for the rear ultra wide angle lens and the front camera lens.

Yujingguang's new iPhone rear lens shipment in 2H19 is expected to increase by about 1,000% YoY (compared with 2H18), which is the main supplier of rear wide-angle lens and rear ultra-wide-angle lens. (1) Yujingguang is the main supplier of the new 2H19 iPhone wide-angle lens because of its limited improvement in design and production capacity of 6P lens and the limited change in the specifications of wide-angle lens. The price advantage of Yujingguang is increased to 65% (10% vs. 2H18), (2) Yujingguang has design and production advantages, so its yield is higher than that of Daliguang and is the main supplier (80%).

We predict that Jade Crystal Light will be the biggest beneficiary of the new 2H19 iPhone lens. In addition, Jade Crystal Light will benefit from two new products, namely, the new 2H19 iPhone camera flash protection cover and the optical fingerprint orders on the top of the optical screen. (1) Benefiting from being the main supplier of high unit price wide-angle and ultra-wide-angle, we predict that Yujingguang will grow 110-120% in 2H19 (compared with 2H18), (2) Yujingguang will replace the existing supplier and become the new exclusive supplier of 2H19 camera flash cover (ASP about $0.2-0.3). The proportion of supply will be 100%, (3) Yujingguang will become the Huiding optical screen. The next fingerprint optical lens supplier is expected to start shipment from 4Q19-1Q20.

Although Da Liguang has significantly lost orders for the new 2H19 iPhone high-order lens to Yujingguang, it is still a leading manufacturer in the lens industry and will continue to benefit from the rapid growth of the lens industry. (1) High unit price periscope and 7P lens shipment are expected to grow rapidly in the next two years, (2) forHUAWEIMobile phoneThe largest beneficiaries of high-order lens, (3) Samsung lens 2H19 supply proportion is expected to be higher than market expectations.

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