It is reported that "iPhone is the size of the front camera module, we predict that it will use a one-piece lens design at 2H22, and the second half of 2021 is officially supplied to the iPhone to supply VCM Light, which is expected to obtain a new iPhone integrated lens design. Order. "Sky wind securities present this view in the recent report.
At this point, Xiaobian also has a similar statement from his friend. According to it: "In fact, the product that packs the lens motor is pushed to Apple. This plan is not that Da Li has recently begun. It is only until last year, Apple really truly integrates this design."
In fact, Xiaobian has also reported this so-called "integrated lens" design, it is worth paying attention to the new progress of Da Li's business will affect the industrial chain. What is the impact?
New trend in 2022?
At the same time, it is a major trend of the product's thinning and imaging function upgrades, which is a major trend in the smartphone terminal market.
With the static and dynamic shooting requirements, the volume and weight of the three major parts of the three-class components of the VCM motor are also increasing, and these physical upgrades are also necessary for improving imaging. However, regardless of domestic or overseas brands, we strive to reduce the thickness of the whole machine and weight as much as possible, which is backed by the direction of the image upgrade.
Under the conflict of the two design, the vast majority of smartphones have more obvious protrusions in the camera position, and the whole machine is greatly discounted to the beauty; in order to solve this short board, the industrial chain has been reflected in the nearly two years of design. The direction of miniaturization, but the improvement of the problem is not ideal.
The industry pointed out: "The demand for terminal brands is actually very clear, but this problem is simply in the part, it is simple to optimize in the module, so you want to effectively solve this problem, mainly Look at the lens or motor factory. "
"If the integrated product of large light can be mass produced on the iPhone, this design can effectively reduce the thickness of the entire camera module, which is currently required to terminal brands; the effect is ideal, we think this Class programs are very likely to be adopted by other terminal brands. "The above industry will continue.
It is understood that Daguang's VCM motor business is mainly responsible for its Dayang Technology.
In Dagoya Technology official website, a product called "lens + VCM integrated voice circle motor" is shown. The above lens factory said: "This integrated design, the biggest advantage is miniaturization, followed by the integration of the lens and motor, which will have a better performance in consistency."
However, Dagang Technology also pointed out that in its official website, the integrated voice coil motor product has the characteristics of reducing lens bonding, which can make the module AA process time to shorten, effectively reduce costs. It is reported that Dayang Technology has realized the mass production of this one-piece motor product in 2019.
At the moment, the company's design can be taken into the iPhone supply chain smoothly, and transfer part of the center of gravity to the motor business, does it mean that Daguang has the opportunity to occupy a place in the VCM motor industry?
Solid market pattern is difficult
From a domestic first-line motor factory, in fact, the domestic motor and lens factory have been preparing the terminal brand of the joint head before 2 or 3 years ago, whether it is a design or a patented layout. It is already ready.
However, this technology is not good at the time of promotion.
The author learned from the industry that the design of this type of integrated product is part of the outer wall of the lens barrel into a motor, so its biggest advantage is that the product volume is small, which is beneficial to the end product optimization. However, it also has obvious shortboard, and the two-in-one products greatly increase the control of dust and dirty problems during the manufacturing process.
The industry pointed out: "Dirty pollution control is difficult to increase, is equal to the product's scrap rate. The lens and motor design, once the problem is inevitable, any side will lead to the other side to scrapped together. Similarly The yield, the loss caused by the integrated product is much higher than the conventional lens, motor products. "
In order to make some optimizations on the appearance, the overall cost is greatly increased. The end brand will be considered to be valuable. From the previous promotion, the answer is obviously negative. However, Apple's status in the mobile phone industry is unquestionable, whether the domestic brand will follow this technology due to its adoption, it is unknown.
The above motor factory said that in our opinion, even if the other brands are followed, the domestic industry chain can also respond quickly based on the previous layout and make the output in a short period of time. Nowadays, the domestic first-line motor factory shipments are almost 20kk, and the big light in the current stage has a significant gap.
From the existing conditions, although Daguang is looking for more orders for the "integrated motor" to get the new iPhone, the competitiveness is indeed highlighting throughout the motor market.
There was a knowledge in love. "In recent years, Daguang's first-line terminal brand in China is promoting their own motor, but because of its VCM motor, it is not highlighted in performance, capacity and price. Therefore, the effect of promoting is not ideal. In addition, the gross profit margin of the VCM motor market is far less than the lens market, so so far, Daguang has no focus on this business, and it will not expand capacity for this short term. "
However, it is worth thinking that in recent years, the smartphone has increased significantly on the image function, and the number of lens films has increased year by year, and the current 8P is now. In reasonable scope, this value is actually very close to the limit. Is this a certain extent to develop a bottleneck in the development of Daguang lens business? In order to seek new breakthroughs, is Da Lang who will be alone into the VCM motor market?
EDT: JQ, read full text, original title: Chuan next year's new iPhone will adopt the wind direction of the integrated lens industry chain?
Article Source: [Micro Signal: GH_EB0FEE55925B, WeChat public number: Semiconductor Investment Alliance] Welcome to add attention! Please indicate the source of the article.
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