大立光為潛望鏡趨勢領先與主要贏家；潛望鏡為iPhone 15系列最大賣點；華為潛望鏡機種出貨成長快速 / Largan is the leading & major winner of periscope trend; periscope is iPhone 15 Pro Max’s biggest selling point; Huawei’s periscope model shipments grow rapidly
- 預期售價最高的iPhone 15 Pro Max佔iPhone 15系列訂單約35–40%，為佔比最高者。iPhone 15 Pro Max在2H24出貨量也較同期iPhone 14 Pro Max成長10–20% YoY。上述意味著Apple樂觀看待僅iPhone 15 Pro Max才有的潛望鏡之賣點。
- 受益於iPhone 16 Pro也將配備潛望鏡相機，預估2H24 iPhone潛望鏡鏡頭出貨量將成長約70% YoY。
- 華為為目前中國手機品牌中成長最快與最積極採用潛望鏡者，預估今年潛望鏡機種出貨約1,500–2,000萬部，明年可望成長70–80% YoY至約3,000萬部。
- 大立光是iPhone 15 Pro Max潛望鏡鏡頭獨家供應商，也是華為潛望鏡鏡頭的主要供貨商 (出貨佔比60%以上)。潛望鏡單價高，約為一般高階7P鏡頭的3–4倍或以上，故大立光可望受惠於Apple與華為積極採用潛望鏡之光學策略。
- iPhone 15 Pro Max, the most expensive iPhone, accounts for 35–40% of iPhone 15 series shipments, the highest share. iPhone 15 Pro Max shipments in 2H24 also grew 10–20% YoY compared to iPhone 14 Pro Max in the same period. It means Apple is optimistic about the selling point of the periscope, which is only available in iPhone 15 Pro Max.
- Thanks to iPhone 16 Pro’s adoption of periscope camera, it is estimated that the shipment of iPhone periscope lenses will increase by 70% YoY in 2H24.
- Huawei is the fastest-growing and most active adopter of the periscope among China’s smartphone brands. It is estimated that the shipment of periscope models will reach 15–20 million units this year and grow by 70–80% YoY to reach about 30 million units next year.
- Largan is the exclusive supplier of iPhone 15 Pro Max’s periscope lens and is also Huawei’s main supplier of periscope lenses (more than 60% of the shipment allocation). The unit price of the periscope is high, about 3–4 times or more than the general high-end 7P lens. Largan will benefit from Apple and Huawei’s active adoption strategy of the periscope.