Daliguang’s combined revenue in May was NT$4.319 billion, up 24% month-on-month, better than expected, climbing to this year's high. Market interpretation, Lin Enping said 'July order has more,' in line with Apple’s new opportunities in the second half of the year. Pull time schedule, expected June revenue is still the main force from Huawei, OPPO and other non-Ping customers, from July Apple's new iPhone took over, driving the second half of the company's operating growth.
Huawei has debuted the P20 Pro, a three-lens design, to attract market attention. For the development of smart phone lenses, Lin Enping said that multi-lens is still a trend. The design of the three lenses in the second half is more. Three lenses are available in low illumination and high resolution. Advantages: The 40 megapixel mobile phone is already normal, and the aperture design has been expanded to 1.5. Due to the trend of mobile phone full-screen design and the increasing demand for specifications, periscope lenses will be launched next year. 7P (seven plastic lenses) are also available. Customer design, but it will be mass production next year.
The outside world questioned that the smart phone market may be facing saturation and compressing the lens industry space. Lin Enping believes that the lens demand has not been reduced, and the difficulty of technical process has been raised. From the static lens combined with other moving parts (driving motors) to dynamic design, he reiterated that The growth of plastic lenses is still promising, coupled with the current mobile phone to a full screen design, the lens space is getting smaller and smaller, this is a challenge to the project.
The 3D sensing lens is still the mainstream of smart phones this year. Lin Enping stated that the heat problem of the lens of the 3D sensing lens at the transmitting end can be solved by adding a plastic lens. At present, samples are sent to the customer. For semiconductor process production, DaLiguang uses plastic lenses instead of the plastic lens to have great advantages in cost and mass production. In the future, it will be a public version, and the price will be about half the price of the semiconductor process. Market analysis, if DaLiang new solution is adopted by Apple , It is expected to eat more than one lens in full P design, and add more kinetic energy in the second half of the year.
Lin Enping revealed for the first time that there are currently customers who are talking about adopting P (plastic lenses) in the periscope design, but the vertical lens has been converted into a horizontal periscope lens, adding a dynamic movement mode, and later in the manufacturing process. There will be more challenges, including faster pixel skipping, aperture zooming, more careful management of the beam, higher difficulty, and higher yield rate. This will solve the telephoto lens compared to the current vertical lens design. It may be too long, causing problems with the lens projection. It is expected that it will be shipped next year.
In addition, Lin Enping said that glass lenses do have advantages in vehicles and outdoor shots, but he does not see the advantages of molded glass on mobile phones. Next year, Dali will launch all-plastic periscope lenses. He pointed out that In the case of a mobile phone lens, the periscope lens has already had a lens moving there. It is not sensitive to heat. There is no advantage in molding glass.