郭明錤：Sony、Minebea、Largan 與 LG Innotek 將顯著受益於 iPhone 超廣角相機升級

美港電訊
2022.08.30 02:06
金十數據 8 月 30 日訊，天風證券郭明錤表示，預測兩款 iPhone14Pro 的超廣角相機將升級到 1.4 m(vs.iPhone13Pro 的 1.0 m)。CIS(影像傳感器)、VCM(音圈馬達)、CCM(相機模組) 在此次升級中單價漲幅較大，分別為 70%、45% 與 40% 左右，其他零部件漲價幅度有限。Sony(CIS)、Minebea(VCM 一供)、Largan(VCM 二供) 與 LG Innotek(CCM) 為超廣角相機升級的顯著受益者。
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