高偉電子為Sharp可能退出iPhone CCM供應鏈、iPhone 16擴大採用潛望鏡與Apple AR/MR二代之主要受益者 / Cowell is the main beneficiary of Sharp’s potential exit from the iPhone CCM supply chain and the expanded use of the periscope for the iPhone 16, and Apple’s 2nd generation AR/MR headset

最新調查與預測如下：

1. Sharp可能會退出iPhone 16 CCM供應鏈，既有CCM供應商包括LG Innotek、鴻海與高偉電子均受益。
2. 相較下，高偉電子受益程度高於LG Innotek與鴻海，原因：(1) 立訊為Sharp CCM事業的潛在收購方，若成真將顯著增加高偉電子的訂單、(2) 高偉電子的營收規模相對小。
3. iPhone 16 Pro螢幕尺寸將較iPhone 14/15 Pro要大些，故可配備潛望鏡相機。預期iPhone 16 Pro Max與Pro將配備潛望鏡 (vs. iPhone 15系列僅Pro Max配備潛望鏡)，而高偉電子可能為2024年iPhone 16潛望鏡CCM供應商。
4. 潛望鏡CCM ASP約為iPhone前置AF CCM 6–8倍，有助於高偉電子營收顯著增長。
5. 第二代Apple AR/MR頭戴裝置預計在2025量產，有高低階兩個版本，預計2025年第二代出貨量約為第一代裝置2023年的10倍。
6. 高偉電子亦為第二代Apple AR/MR的CCM供應商與主要受益者之一，預期供應比重至少70–80%以上。

The latest surveys and predictions are as follows:

1. Sharp is likely to exit the iPhone 16 CCM supply chain. Existing CCM suppliers, including LG Innotek, Foxconn, and Cowell, will benefit.
2. In comparison, Cowell will benefit more than LG Innotek and Foxconn because (1) Luxshare-ICT is a potential acquirer of Sharp’s CCM business, which will significantly increase Cowell’s orders if it comes to fruition; and (2) Cowell’s revenue is relatively small.
3. The display size of the iPhone 16 Pro will be slightly larger than the iPhone 14/15 Pro’s 6.1", allowing the 16 Pro to equip with a periscope camera thanks to larger internal space. It’s expected that iPhone 16 Pro Max and Pro will have periscopes (vs. only Pro Max among the 15 series). Cowell will likely be the CCM supplier for the iPhone 16 periscope in 2024.
4. The CCM ASP of the periscope is approximately 6–8 times that of the iPhone front AF CCM, which will help Cowell to increase its revenue significantly.
5. The 2nd generation Apple AR/MR headset is expected to go into mass production in 2025. There will be two versions, a high-end and a low-end. Shipments of the 2nd generation in 2025 are expected to be around ten times those of the 1st generation in 2023.
6. Cowell is also one of the CCM suppliers and main beneficiaries of the 2nd generation Apple AR/MR headset. The expected supply ratio will be at least 70–80%.