Guo Minghao said that Apple’s iPhone 16 may have only one model with a periscope camera, which will be detrimental to the optical duo.

(Schematic, Bloomberg)

[Financial Channel/Comprehensive Report] Tianfeng International’s well-known analyst Ming-Chi Kuo tweeted today (1st) that Apple’s new iPhone 16 may only have one of the highest-end models equipped with a periscope camera. The 2 models expected by the market are believed to be detrimental to the optical duo Largan (3008) and Yujingguang (3406).

Ming-Chi Kuo tweeted that, as previously predicted by the market, Apple’s highest-end new iPhone 15 (15 Pro Max or 15 Ultra) will be equipped with a periscope in the second half of 2023, and the market also expects that the periscope camera will be adopted with more iPhone models, becoming a 2023-2024 iPhone model. The key to boosting the demand for lens upgrades.

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However, Ming-Chi Kuo also said that according to his latest survey, in the second half of 2024, only one new iPhone 16/highest-end model will be equipped with a periscope camera, which is lower than the two models expected by the market. He speculates that periscope cameras have a need for lens upgrades. The contribution may be lower than the market consensus, which is believed to be detrimental to Largan and Yujingguang.

As of 10:15 am on February 1, Taipei time, Largan’s share price was temporarily reported at 2,190 yuan, an increase of 3.06%; Yujingguang’s share price was temporarily reported at 371.5 yuan, an increase of 1.64%.

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