郭明錤:玉晶光将为iPhone 13高阶镜头初期独家供应商
着名苹果(AAPL.US)分析员、天风国际郭明錤指,最新的产业调查指出,大立光与玉晶光将自6月开始出货iPhone 13的镜头,但大立光近期送样iPhone 13的後置广角镜头与後置长焦镜头样本并未满足苹果要求,故苹果已要求玉晶光提高出货量并停止大立光出货。
他预测玉晶光至少在6月将是iPhone 13的後置广角镜头与後置长焦镜头的独家供应商,即便大立光顺利调整模具公差并在7月大量出货,玉晶光因领先出货优势故Phone 13後置广角镜头与後置长焦镜头出货比重将高达65–70%,将显着贡献玉晶光6月与今年下半年的营收与获利。
他预测Sony将於明年第二、三季推出PS5专用的VR装置,将配备更高ASP透镜与4个相机,并预测玉晶光将取得此新款VR透镜与相机镜头各约50%的订单。另外他又预测苹果将於明年次季推出AR头戴显示装置,因此装置提供影像式穿透的AR体验,故也需要透镜,而玉晶光亦是关键供应商。(el/u) ~
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