Yujingguang is rumored to have received iPhone 16 lens orders, refuting yield rumors

Apple is expected to release the new iPhone 16 series in 2024. The stock prices of mobile phone lens manufacturers Largan and Yujingguang have been rising steadily in recent days.

1. There are rumors in the market that Yujingguang’s yield rate is poor, causing many orders to be transferred to Largan. This rumor has affected the stock prices of the two companies.
2. Yu Jingguang refuted the relevant news on July 4, emphasizing that everything in the company was normal and that it had not been robbed of orders at all.
3. Largan has previously exclusively supplied "quadruple reflection" periscope telephoto lenses for Apple iPhone 15 Pro Max. Recently, there are rumors that Yujingguang has obtained orders for iPhone 16 series periscope lenses and has recently shipped them.
4. Investors pointed out that driven by new growth momentum, the company's revenue in 2024 is expected to be better than last year, striving to challenge the historical peak in 2022, and the traditional peak season performance in the third quarter is also quite stable.
5. The industry said that foreign investment institutions are also optimistic about Apple’s iPhone sales this year, and it is expected that iPhone shipments will reach 228 million units in 2025, an increase of 9%; among related parts suppliers, foreign investors are optimistic that Largan will benefit from mobile phones With the camera upgrade trend, periscope cameras are expected to be upgraded from 12 million pixels to 48 million pixels, which is expected to contribute revenue and profits to Largan.

(Proofreading/Sun Le)

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