Analyst Ming-Chi Kuo said in his latest analysis that Sunny Optical will become the largest supplier of wide-camera 7P lenses for the iPhone 14 series, surpassing the market consensus that Largan and Genius will be the most important suppliers for this generation.
Sunny Optical still counts as a new supplier to the Apple company, as it became part of the iPhone supply chain last year. Now the firm is in charge of most of the wide camera 7P lenses for the iPhone 14 series. Kuo explains:
“The shipment breakdown of Sunny Optical’s high-end wide 7P lens (used on two high-end iPhone 14 Pro) and low-end wide 7P lens (used on two lower-end iPhone 14) was 50-60% and 55-65%, respectively. That’s about the same as the ratio of the Largan and Genius supply.”
Sunny Will Continue to Become an Optical Camera Supplier
The analyst said that 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 ToF lens in 2023. Kuo gives a little more insight into what’s going on in the supply chain battle for the iPhone 14 series:
“Largan’s wide 7P lens ASP is 15-25% higher than that of Sunny Optical and Genius. Therefore, Sunny Optical’s market share gain has a lower negative impact on Largan’s profits.”
The iPhone 14 series will have a significant improvement in its cameras . Analysts expect a 48MP sensor to be used for the first time . While 48MP may herald many new features, it is also possible that Apple will insist on a 12MP camera. Regular iPhone 14 models will have 12MP sensors in all lenses.
In June, Kuo said that the iPhone 14 will feature Apple’s most significant camera upgrade in recent years. The analyst predicts that the new camera will feature autofocus, which should result in significantly better quality for capturing stills and video compared to the current fixed focus camera. It also expects a larger f/1.9 aperture.