Guoyuan securities has previously said that even if mobile phone sales decline to a certain extent, the demand for mobile phone cameras is still growing rapidly, and companies related to the industrial chain will continue to benefit.
The following are the related targets of Huawei cameras sorted out by the Financial Association:
Ofight: Huawei mobile phone lens supplier, P40, mate 20 series of four products are used by the companys products.
Lianchuang Electronics: it has carried out in-depth cooperation and batch shipment with Huawei, Samsung, Dajiang, GoPro, Tesla, Mobileye, NVIDIA and other domestic and foreign high-quality customers, and cooperates with Huawei to produce video cameras.
Vicino: obtained the Huawei supplier code, and formally supplied Nova series mobile phone screens in march2020. In collaboration with millet, the worlds first innovative products such as double folded mobile phones and full screen phones with under screen cameras were developed.
Crystal optoelectronics: the companys customers are bound to large terminal companies such as Huawei, oppo, vivo, Xiaomi, etc., and have a strong industry position in the field of optical low-pass filter (OLPF) and infrared cut-off filter (IRCF). The sales volume of these two products ranks the top in the world.
Source of this article: Chen Hequn, editor in charge of CFA_ NB12679