Guo Minghao predicts that Apple will slash the price of iPhone 14 lenses in 2023, and Apple lens suppliers such as Largan and Yujingguang may face profit pressure.
[Financial Channel/Comprehensive Report] Tianfeng International’s well-known analyst Ming-Chi Kuo predicts that Apple will slash the price of iPhone 14 lenses in 2023, and Apple lens suppliers such as Largan and Yujingguang may face profit pressure.
Ming-Chi Kuo posted on his Twitter (Twitter) on Tuesday (27th) that the profit pressure of Apple lens suppliers such as Largan, Yujingguang and Sunny Optics in the first half of 2023 may be higher than expected, resulting in such a situation. This is because the price cuts of the iPhone 14 series lenses in the first half of next year will be significantly higher than in the past. For example, the bargaining rate of some lens items may even be as high as 20%.
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Guo Mingchi said that although it is common for Apple to cut the price of components, this time lens manufacturers are facing greater pressure from Apple to bargain than before.
Guo Mingchi believes that this is related to the fact that the gross profit margin of the lens is higher than that of general components, and that Apple wants to reduce the negative impact of the economic recession on profits.
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