It is exposed that Huawei will re-purchase parts such as lenses to supply it.

SMM: according to industry media reports, Huawei informed parts manufacturers in Taiwan last week that it would re-purchase mobile phone parts such as lenses and carrier boards this month.

Given that Qualcomm had previously announced that it had obtained permission to supply Huawei with some products, including 4G products. According to Omida, Huawei / Glory sold 180 million / 60 million units worldwide in 2019, totaling 240 million.

According to data from Qunzhi Consulting, about 1.7 billion mobile camera sensors were shipped worldwide in the third quarter of 2020, of which about 1.59 billion were shipped from smartphones, an increase of about 19% over the same period last year, and began to turn "positive" from the same period last year. Shipments reached an all-time high. At the same time, due to the strong demand at the middle and low end, global sales of smartphone camera sensors in the third quarter of 2020 were about US $3.4 billion, an increase of 17% over the same period last year.

Guoyuan Securities previously said that even if mobile phone sales decline to some extent, the demand for mobile phone cameras is still growing rapidly, and related companies in the industry chain will continue to benefit.

The following is the subject matter of Huawei camera sorted out by Caifei:

Oufeiguang: is Huawei mobile phone lens supplier, P40, Mate20 series of four products all use the company's products.

Lianchuang Electronics: with Huawei, Samsung, DJI, GOPRO, Tesla, Mobileye, NVIDIA and other domestic and foreign industry quality customers to carry out in-depth cooperation and mass shipment, and cooperate with Huawei to produce video lenses.

Vixino: get the Huawei supplier code, formally supply Nova series of mobile phone screens in March 2020, and cooperate with Xiaomi to develop cutting-edge innovative products such as the world's first double folding mobile phone and under-screen camera full screen mobile phone.

Crystal Optoelectronics: the company's customers bind Huawei, oppo, vivo, Xiaomi and other terminal large companies, and have a strong industry position in the field of optical low-pass filter (OLPF) and infrared cut-off filter (IRCF), and the sales of these two products are in the forefront of the world.