This morning, Apple analyst Ming-Chi Kuo released a research report stating that Largan Precision will begin shipping high-end iPhone 12 lenses in mid-July.
The report pointed out that compared to previous years, Largan Precision’s new lenses for high-end iPhones are delayed by 4-6 weeks in the second half of the year, and the peak shipment period for Apple lenses will shift from September to November
According to reports, Largan Precision’s shipments of high-priced 8P lenses are expected to continue growing in the second half of 2020. Since Largan Precision is the only manufacturer of the 8P lens in the world, the unit price of the 8P lens is approximately $5-$5.5, significantly higher than the $1.8-$2.4 price range of the 7P lens. The shipment volume is expected to reach one million units by 2020.
The report also predicts that the launch of the Snapdragon 875 from the fourth quarter of 2020 to the first quarter of 2021 will further drive the growth of 8P lens shipments.