According to Apple analyst Ming-Chi Kuo, Largan, a prominent camera lens supplier, will be the sole supplier of periscope camera lenses for the new iPhone 15 Pro Max. The periscope lens is a novel addition that will enable users to zoom in without blurring. Insiders have been speculating about its inclusion in the iPhone 15 Pro | 15 Pro Max since the beginning of 2020.
蘋果鏡頭供應商的2個風險：高庫存導致2Q23衰退幅度高於預期，與供應商無法自潛望鏡相機鏡頭中獲利 / Apple camera lens suppliers face two risks: high inventory levels leading to a weaker-than-expected 2Q23 & suppliers being unable to profit from https://t.co/yGltG3AL59…
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) March 30, 2023
Kuo’s latest note highlights two potential risks that camera lens vendors may encounter. Firstly, high inventory levels could result in a weaker second quarter of this year than expected, and secondly, suppliers may not be able to generate profits from periscope camera lenses.
Kuo states that Largan’s average selling price for periscope camera lenses is roughly $4, which is lower than the market consensus of $4.50 to $5 or higher. This suggests that Largan may not make a profit from Periscope camera lenses.
Kuo also predicts that the same or a similar periscope lens utilized in the iPhone 15 Pro Max will be employed in both iPhone 16 Pro models in 2024.
Source: MacRumors
