The latest data from Apple lens supplier Yujingguang shows that in January 2023, Yujingguang’s consolidated revenue was NT$1.347 billion (currently about 304 million RMB), a decrease of 7.5% month-on-month, and a year-on-year decrease against the trend. An increase of 3%, a record high for the same period of the year.
Yu Jingguang said that the first half of the year is the traditional off-season, and the revenue performance depends on the actual situation of the customer’s final purchase. Yu Jingguang will continue to work hard to win more orders.
In contrast, Yujingguang’s revenue in 2022 will be NT$19.22 billion (currently about RMB 4.344 billion), a year-on-year increase of 14.7%.
According to Taiwan media reports, in addition to phone optical components, Yujingguang’s long-established VR-related applications have entered the supply chain of Meta and Apple. It is expected that with the launch of new products from customers, VR-related components will become another growth momentum of Yujingguang, further promoting Overall revenue increase compared to last year.
Yujingguang General Manager Guo Yingli recently emphasized that phones will continue to be upgraded steadily this year, including periscope lenses and free-form lenses. The front lens becomes smaller, and the number of pixels and lenses increases. These are all trends. In the first half of this year, we are committed to pursuing a balance between production and sales.
