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郭明錤料苹果MR/AR头盔将采用15颗相机模组 明年iPhone长焦镜将升至7P
阿思达克 03-09 12:26
着名苹果分析员郭明錤指,即便大立光面临华为手机因美国禁令而市占率大幅衰退的结构性风险,大立光仍具长期投资价值,中短期MR/AR头盔与iPhone相关因素值得关注。

他估计苹果MR/AR头盔将采用15颗相机模组,而今年下半年新款iPhone Face ID的发射端将由玻璃镜头改为塑胶镜头,相信大立光进入VCM市场有利获得明年下半年新款iPhone的一体式镜头设计订单,同时明年的新款iPhone长焦镜头有望由6P升级至7P,相信大立光在今年高阶iPhone 5P超广角镜头的市占率将由50%升至70%至80%。

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