Huawei's new machine uses glass and plastic hybrid lens technology, and Largan's performance is expected to improve significantly in the first half of the year

According to well-known analyst Ming-Chi Kuo, although market demand did not improve significantly after the stock replenishment of mid- to low-end Android phones ended in January, demand in the high-end mobile phone market remains strong. This is undoubtedly a positive signal for Largan, the world's leading manufacturer of high-end lenses.

According to Ming-Chi Kuo, Largan is very optimistic about the prospects of the high-end mobile phone market in the off-season. This is mainly due to the combined effects of key factors such as the rapid growth in shipments of high-priced glass-plastic hybrid lenses, the return of Huawei and the increase in lens prices, as well as AI becoming a new selling point for S24 and high-end mobile phones. These factors make Largan Guang full of expectations for the future of the high-end mobile phone market.

According to the editor’s understanding, Ming-Chi Kuo further predicts that the iPhone 15 Pro Max will continue to be one of the most popular iPhone models in the first half of this year. He predicts that the iPhone 15 Pro Max will account for 40% to 45% of the total shipments of the iPhone 15 series. This forecast is good news for Largan Optoelectronics, as it will provide strong support for their performance in the first half of the year.

In addition to the information mentioned above, according to Ming-Chi Kuo, Huawei also plans to launch a new flagship model P70 in the first half of this year, which will use a glass-plastic hybrid lens. It is expected that by 2024, Huawei's shipments will increase by at least about 150% year-on-year. As Huawei's main supplier of high-end lenses, Largan Light will be a key beneficiary of this growth trend. As the average unit price of Huawei lenses increases by 20-30% in the off-season, Largan's revenue and profits are also expected to increase significantly in the first half of this year. These development trends show Huawei's growth momentum in the smartphone market and Largan's important position in the supply chain.

In terms of lens technology, camera lenses are mainly divided into plastic lenses, glass lenses and glass-plastic hybrid lenses. A research report from Tianfeng Securities pointed out that compared with plastic lenses, glass lenses have obvious advantages in terms of light transmittance, chemical stability and thickness. According to data from Lianchuang Electronics, the thickness of the 6P1G glass-plastic hybrid lens is 0.3mm thinner than the mainstream 7P lens. With the continuous upgrading of lens technology, the room for improvement of plastic lenses has been limited, and glass-plastic hybrid lenses are expected to become a new development trend. Dongguan Securities also further analyzed that glass-plastic hybrid lenses have been widely used in surveillance and security, digital cameras, SLR cameras and other fields, and are expected to gain more application opportunities in the main cameras of high-end flagship models.

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