Shulou(Shulou.com)12/24 Report--

CTOnews.com, November 29 (Xinhua) according to a market research briefing released today by Tianfeng Securities analyst Guo Mingyi, Apple and Huawei will become a new key trend in the lens industry after adopting glass-plastic hybrid lenses.

It is reported that at present, the main manufacturers of glass-plastic hybrid lenses are Da Liguang and Shunyu Optics. from the experience of shipments and the advantages of existing lenses, Dali Optics is currently better than Shunyu Optics.

Attached to CTOnews.com, Guo Mingyi's forecast is as follows:

The unit price of the 1G6P lens that Huawei will use in the proofing stage is about $12 (currently about 86 yuan). Due to the improvement in yield, the quantity has been reduced to $6-7 after delivery (CTOnews.com Note: currently about 43-50 yuan).

Huawei will use a 1-inch CIS for Sony's IMX989. In addition to the improvement of the production cost due to the improvement of the yield, the key to the use of high-profile 1G6P lenses is to give full play to the technical advantages of IMX989.

Although the cost of 8p lens is lower than that of 1G6P, 1G6P has lower lens height and better optical efficiency because of the use of glass. In addition, the glass-plastic hybrid lens has strong anti-deformation ability (which is one of the main reasons for the adoption of iPhone 15 Pro Max).

At present, both Dali Light and Shunyu Optics can make self-made molded glass, which is beneficial to improve the design accuracy, production yield and profit. Although many investors look forward to other stock investment opportunities created by Daliguang and Shunyu Optical Outsourcing molded Glass, home-made molded glass is conducive to the extensive adoption of brands.

From the use of glass-plastic hybrid lenses in iPhone 15 Pro Max and P70 Art, new key trends in the lens industry can be summarized, including:

The glass-plastic hybrid lens uses molded glass instead of wafer-level glass with poor efficiency (Wafer-level glass; WLG)

The 8p lens will face competition from 1G6P. The advantage of 1G6P lies in its short height and the gradual improvement of the gap with 8p production cost.

If there is a doubt about the visible appearance of the lens due to the design of the camera module, the glass-plastic hybrid lens is a more suitable way.

After Apple and Huawei adopt glass-plastic hybrid lens, other brand flagship models may follow in the future.

The iPhone 15 Pro Max quadruple reflection camera uses an exclusive 1G3P lens supplied by large Ricoh, and the molded glass lenses are purchased. If the production capacity of large Ricoh molded glass can meet the requirements of Apple in the future, iPhone will change to use Liguang molded glass in 2025 or 2026 at the earliest.

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