Yujingguang is a major supplier of iPhone front-facing lenses and 3D sensing lenses. Last year, iPhone front-end lens shipments were smooth. This year's pre-lens order is still the main supplier. For the rear lens, Yujingguang has continued for many years. Actively strive for new orders momentum.
Yu Jingguang also passed the iPhone rear lens certification last year, but subject to the relatively high technical threshold, the mass production of the level has not been able to effectively break through, the yield can not be pulled up, and thus eroded many profitable performance.
After continuous efforts, Yujingguang has passed the certification of the new rear lens in the second half of the year. The industry said that from the time point of view, Yu Jingguang’s lens clearance this year is earlier than last year, and it is clear before the product is released. Last year, there was more time to increase the yield. The probability of successful mass production shipments this year has increased significantly compared with last year. It will have a very stimulating effect on the overall operating performance in the second half of this year.
In response to market rumors, Yu Jingguang said that it is impossible to comment on a single customer. As long as the customer has a demand, Yu Jingguang will try his best to meet it, including the high-end rear lens, which is of course an active project. From all aspects, this year's conditions It is indeed better than last year. The whole direction is positive development. As for the benefits that can be finally realized, it is still returning to its own yield performance.
In addition to the Apple iPhone, Yu Jingguang has made a good breakthrough in non-Apple customers. Last year, it entered the Huawei supply chain and increased the proportion of shipments. In the first half of this year, the revenue from the non-Ping camp has reached 30%. Add new camp sports, and at the same time dilute the risk factors of excessive single customers.