LG Innotek May Get Boost From Its Advance Along Apple's Supply Chain -- Market Talk
LG Innotek May Get Boost From Its Advance Along Apple's Supply Chain -- Market Talk
0358 GMT - LG Innotek may get an earnings boost from its advance along Apple's supply chain, while its rival Sharp retreats, Hi Investment & Securities says. Both LG Innotek and Sharp supply camera modules for iPhones, but LG Innotek is likely to keep its upper hand overSharp, which has yet to invest in its sensor-shift assembly lines, the brokerage notes. New iPhones adopt sensor-shift technology for cameras to avoid blurry pictures. Hi expects iPhone cameras to be upgraded and pricier in 2022. It raises its target price by 33% to KRW400,000 and keeps its buy rating. Shares are 2.5% lower at KRW278,500. (kwanwoo.jun@wsj.com)
0358GMT-Hi Investment&Securities表示，LG Innotek可能會從蘋果供應鏈的推進中獲得收益提振，而其競爭對手夏普(Sharp)則會撤退。該經紀公司指出，LG Innotek和夏普(Sharp)都為iPhone提供攝像頭模塊，但LG Innotek可能會保持其優勢，因為LG Innotek尚未投資於傳感器移位裝配線。新款iPhone在攝像頭上採用了傳感器移位技術，以避免圖像模糊。HI預計iPhone攝像頭將在2022年升級，價格也會更高。該公司將目標價上調33%，至40萬韓元，並維持買入評級。股價下跌2.5%，至278,500韓元。(kwanwo.jun@wsj.com)
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