Under the push of global mobile phone brand manufacturers, the dual-lens configuration of mobile phones has almost become the standard equipment of the new models. In 2018, the market is further focused on 3-lens mobile phones, such as Huawei's Huawei P20 Pro, the world's first Leica 3 lens, which drives the 3 lens mobile phone trend. The phone is equipped with a 40-megapixel color lens, a 20-megapixel black-and-white lens and an 8 megapixel telephoto lens, bringing a new experience to mobile photography and creating a good sales result in the market.
As multi-lens mobile phones gain more and more favor from mobile phone brand manufacturers, the industry expects to launch a multi-lens mobile phone war in 2019. Observing the recent mobile phone brand manufacturers' dynamics, Xiaomi's new 8th anniversary flagship model Xiaomi 8, not only for the world The first dual-band GPS phone, with artificial intelligence (AI) zoom dual-camera, with a 20-megapixel front lens and a 12-megapixel dual rear lens, greatly enhances the camera's camera capabilities.
Mainland mobile phone brand Vivo launched the world's first lift-type front-view full-screen mobile phone vivo NEX, the main lens is equipped with 12 million pixels (24 million photosensitive elements) plus 5 million pixel dual lens, and uses the flagship camera module Sony IMX 363 Photosensitive element, combined with GPU Adreno 630, can take good photos in low light source environments.
Looking at the upstream supply chain, Sony recently introduced a 48-megapixel CMOS image sensor (CIS) that is down to about 0.8 micron, allowing the phone to take about 8,000 x 6,000 pixels. For dynamic shooting, it can support up to about every second. 90fps 4K film, the world's highest performance CIS components at this stage, Sony is expected to start shipping to mobile phone brand manufacturers in September, once again push up the phone lens specifications.
Mobile phone brand manufacturers are moving towards multi-lens development, trying to push up new product specifications, and tend to adopt 7 plastic lens (7P) specifications. At present, the 3 lens specifications are more difficult for the supply chain, whether it is 3 lenses or The yield of 7P is based on the specifications of each case. The higher the specifications of the brand manufacturers, the higher the production difficulty will be. Because the number of lenses equipped with mobile phones has not been reduced, the difficulty of production process is high, which makes the lens business opportunities grow.
Da Liguang will launch the 7P mobile phone lens set product in 2019, and has already deployed the periscope lens to start shipping. It is expected that the 3 lens mobile phone will increase in 2019. As for the 20 million pixel, 3 lens specifications can become the mobile phone of 2019. The mainstream specifications of new products depend on the specifications of mobile phone brand manufacturers and the production capacity of manufacturers. Da Liguang has invested more than 20 billion yuan in the Taichung new plant in mass production, but there is still demand for building new plants, and it will find suitable land. Continue to increase production capacity.
As mobile phone brand manufacturers and upstream supply chains push for upgrades in mobile phone specifications, including multi-lens, 3D sensing, Augmented Reality (AR), AI applications, etc., the number of mobile phones equipped with lenses will increase, and each smart phone in the future It is likely to be equipped with more than 5 or 6 lenses. Although the growth momentum of the global mobile phone market has slowed down, the number of lenses equipped with mobile phones has grown flawlessly, making the indicators manufacturers Da Liguang, Yujingguang, Xinjuke, etc. still let go.