Today, Apple Inc mobile phone finally came, as the consumer power market every year to look forward to the press conference, the market has given a very detailed interpretation.
Interestingly, this year$Apple (AAPL.US)$Chose to hold a press conference a week in advance, market analysts believe that this is to boost the quality of financial results in the second half of the year, Apple Inc related industry chain will also benefit.
Gao Wei Electronics Holdings Co., Ltd. is an investment holding company mainly engaged in camera module business (Lixun Group is its largest shareholder), and its main customers include Apple, LG Electronics, Samsung Electronics and Hitachi.
Gao Wei Electronics is the main supplier of camera modules for Apple Inc mobile terminal equipment and the core supplier of iPhone proactive CCM.
The company's main customer is Apple Inc, in 2009 began to become a supplier of Apple Inc, the initial COB products, 12 years began to participate in flip chip camera module supply.
Under the new round of innovation cycle, Gao Wei Electronics is expected to deeply participate in Apple Inc MR equipment camera module link due to incremental demand + unique FC packaging mode + long-term cooperation history.
According to research by Tianfeng Securities, LG, Sharp and Gao Wei accounted for 55%, 35% and 10% of Apple Inc's camera module in 2022.
Sunny Optical Technology Co., Ltd. is a leading global manufacturer of integrated optical components and products.
It mainly focuses on the application fields of optoelectronic related products combining optics, electronics, algorithms and mechanical technology, such as mobile phone lenses, digital cameras, vehicle imaging and sensing system lenses, VR/AR and robot lenses, etc.
According to Guo Mingyi of Tianfeng Securities, Sunny Optical has become the largest supplier of 7p wide-angle lenses to Apple Inc's iPhone 14 series, with a supply ratio significantly higher than that of Da Liguang and Yujingguang.
Sunny Optical's two lenses will be used in Apple Inc's mobile phones, of which the high-end wide-angle 7p lens will be used in two high-end iPhone 14 Pro series, while the lower-order wide-angle 7p lens will be used in two lower-end iPhone 14 models, with shipments of 50% and 5565%, respectively.
Previously, the supply proportion of Da Liguang, which accounts for a larger share, is about the same as that of Jade Jingguang.
According to the research report, Sunny Optical Technology shipped a total of 325 million mobile camera modules from January to July in 2022, down 22% from the same period last year, while Sunny Optical Technology shipped 740 million mobile phone lenses from January to July in 2022, down 10% from the same period last year.
BYD Electronic Co., Ltd. is an investment holding company mainly manufacturing mobile intelligent terminal components and modules. it is an international leading vertically integrated mobile phone components and modules manufacturing.Mobile phone assembly service provider，It is the main foundry of Apple Inc iPad.。
It is reported that Apple Inc iPad shipped 58 million units last year.
In the first half of 2022, smartphone and laptop revenue was 33.151 billion,-11.79% compared with the same period last year; of which, parts 6.708 billion,-5.65%, assembly 26.443 billion,-13.22%.
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