If we read some market watchers early and clearly, then Sunny Optical Technology (Group) Company Limited may be in race to join the lens supply chain for iPhone 2021 Model, as informed via email by Ace Analyst Jeff Pu of GI Securities.
Established in 1984, Sunny Optical Technology (Group) Company Limited is a leading company in integrated optical device manufacturers and an optical imaging system solution provider with four production bases in China with R&D centers set up in China, Singapore, South Korea, USA, etc., as per its website.
Sunny Optical Ready With Few Testing Lines for iPhone, Says Jeff Pu
Over 84% of its revenues come from serving the handset industry offering the following:
Triple cameras and multiple cameras, Front cameras with ultra miniaturized head, Under-glass optical fingerprint lens sets, TOF/ structured light lens sets, and smart eye for AR/VR.
Today, we got email information from ace Analyst Jeff Pu of GI Securities saying, “According to our checks, Sunny has been ready for a few testing lines for iPhone, and Sunny’s 6P meets requirements.”
Adding a note of caution, Jeff writes, “However, the green light hasn’t been given to Sunny yet, and the timing for the decision will be in early-2020.”
Apple always seeks supply chain diversity in terms of OEM suppliers or component manufacturers.
Sunny Amply Qualified for Lens Supplier Status for iPhone 2021 Models
As Apple is known for quality cameras in its iPhones and other products, Sunny’s capabilities for offering the required lens and opticals will suit former’s requirements amply, industry sources infer.
Even Jeff adds, “We believe Sunny is being qualified for 6P (1/2.6″), which is overlapping with Genius and Largan (small).”
As provided in the below table, Sunny can offer the specified 6P lens as it has wide-ranging application in most of the iPhones mentioned.
Apple usually plans its new models at least a year or two in advance. Given the scenario that Sunny already has required lens in its kitty, can be a big hit with Apple to bet on for its 2021 iPhone models.
Sunny already has its claim to fame with awards and recognition from big brands like Huawei, Xiaomi, Panasonic, LG, Panasonic (Vietnam), and Vivo. It supplies them all kinds of lens and more in terms of software related to these accessories.
In its interim results ending June 2019, it says, “The Group developed a wide range of lenses and lens sets applied to VR/AR, biological recognition, motion tracking, optical communication, distance sensors, and other fields. Some of these products have commenced mass production and achieved further breakthroughs in sales, resulting in considerable economic benefits.”
Our guess is that Sunny is ‘ideal fit’ to partner with Apple for its lens products and Jeff telling us about it all, may not go off the mark in this match ‘guess’ making, should we say?