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郭明錤:舜宇光學爲iPhone 14廣角相機7P鏡頭最大供應商 供應比重顯著超越大立光等
格隆匯8月1日丨郭明錤8月1日發佈分析文章表示,根據最新調查,舜宇光學的高階廣角7P鏡頭 (用於兩隻高階iPhone 14 Pro) 與較低階廣角7P鏡頭 (用於兩隻較低階iPhone 14) 的出貨比重分別爲50–60%與55–65%。大立光與玉晶光的供應比重則約略相同。舜宇光學的產能顯著提升,因此舜宇光學將持續價格戰以取得更多Apple訂單並提升產能利用率。舜宇光學可能在2023年成爲iPhone 15的ToF鏡頭主要供應商,玉晶光因是既有ToF鏡頭主要供應商,故受到負面影響高於大立光。
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