Today, the latest Apple research report released by Tianfeng International analyst Ming-Chi Kuo predicts that Korean lens supplier Semco and Chinese lens supplier Sunny Optical will enter the Apple lens supply chain from the 2H20 and 2021, respectively.
The report points out that Semco will serve as Apple’s strategic lens supplier and is expected to start shipping iPhone 12 6P lenses in 2H20, accounting for about 10% of shipments, and will start shipping iPhone 5P/6P/7P lenses in 2021.
The report also stated that due to Semco’s technical advantages, the periscope voice coil motor of the new iPhone in 2020 may abandon the existing spring-type design and switch to Semco’s ball-type design.
The report predicts that Sunny Optical expects to ship a large number of iPad lenses and a small number of Mac lenses from 1H21. If the shipment goes smoothly, Sunny Optical is expected to start shipping iPhone lenses in 2H21.