Largan said that the pulling power in February further declined due to weak downstream demand.

Taiwan media pointed out that Largan Chairman Lin Enping previously said that due to the deterioration of global economic momentum, market demand has worsened, compared to three months ago, the law said the meeting, cell phone inventory depletion has not become better, almost the global cell phone brand factory are very pessimistic, no optimistic manufacturers seen.

Talking about the progress of the global cell phone market specifications upgrade, Lin Enping pointed out that, in addition to the flagship models continuing to upgrade, the others mostly follow the old specifications. This is also because the sensor inventory is too high, the speed of cell phone upgrades also slowed down, 8P (eight plastic lenses) models increased, but the volume is not good, 9P design is reasonable, but customers do not want to adopt.

Due to the poor market conditions, Lin Enping said frankly, this year the overall market competition will be more intense than last year, and the pressure to reduce prices.

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According to market estimates, the total cost of ALD coating equipment purchased by Largan has exceeded the company’s highest capital expenditure (NT$8.5 billion) over the years.

Taiwan media pointed out that due to the long delivery time of the equipment and the fact that the equipment still needs to be verified, Largan placed an order to purchase the equipment last year and mastered the noise-resolving light (Flare) technology. In addition to the periscope telephoto lens, the two newly added prisms will also need to be coated in the future. Because Largan has mastered the technology and pioneered the opportunity, it is expected to take all the orders for the upgraded lens of the new machine.

According to the data, Largan’s capital expenditure reached a new high of NT$8.5 billion (approximately RMB 1.93 billion) in 2019. The outside world expects that with the successive arrival of ALD equipment, Largan’s capital expenditure will be pushed to a new high.

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In the first November of this year, Largan’s consolidated revenue was NT$43.711 billion (approximately RMB 10.01 billion), an increase of 3% over the same period last year, and maintained positive growth for the second consecutive month.

In terms of product proportion, in November, Largan’s products with 20 million pixels or more accounted for about 10% to 20%, products with 10 million pixels or more accounted for 60% to 70%, products with 8 million pixels accounted for 0% to 10%, and other products accounted for 20% to 30%.

Looking ahead, Largan pointed out that due to the off-season of the industry and the weakening of customer demand, it seems that the momentum of purchasing goods in December will be worse than that in November.

The post Apple iPhone 14 lens supplier Largan’s November revenue was NT$5.231 billion appeared first on TechGoing.

September revenue hits 22-month high as Apple’s iPhone 14/Pro boosts optical lens supplier, Dalit
Following Hon Hai’s announcement that September revenue hit a record high of NT$822.3 billion, the latest revenue announcement from Dalit also showed a remarkable result, with monthly revenue returning to the NT$5 billion mark after a nearly two-year absence.

According to the company, the current order book is expected to remain at the same level as in September. Further details will be provided when the third quarter results are released on October 13.

In the first nine months of the year, consolidated revenue was NT$33.285 billion, a decline of 2% compared to the same period last year, but the annual decline has been converging month by month.

IT Home has learned that the proportion of products shipped by Dalit in September was 10% to 20% for products above 20 megapixels, 50% to 60% for products above 10 megapixels, 0% to 10% for products above 8 megapixels, and 30% to 40% for other products.

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