Rumors suggest that the highlights of Huawei's new Mate80 phone will be 3D structured light and periscope camera. No news has been announced yet on whether a foldable screen will be launched in the new model.

Imaging system: super-light-gathering main camera with variable aperture

Pro version: 52 million pixels super light-gathering main camera, supporting variable aperture technology (10 adjustable levels), automatically adjusting according to the scene, greatly improving low-light shooting capability.

Pro+ version: Dual Periscope Long Zoom Module, supporting 10x optical zoom

Complete localization of 3D facial recognition solution with all core components (modules, transmitters, and receivers) sourced from top domestic manufacturers

Here are two old articles for reference.

TOF and Periscope Lens 20231022

In 2020, TOF and periscopes were hot topics related to Huawei's innovation. However, with the development of Huawei 5G, these seem to have faded out of view, and there are few related articles online now.

My first attention to Jiept was in 2020, through Zheng Zhenxiang's article about TOF testing equipment Jiept.

Why haven't there been any significant advancements in mobile phone technology in recent years? This is largely due to the restrictions on Huawei, which was able to compete with Apple in terms of technology. As Apple has no real competition in the hi

Apple first used a periscope camera on the iPhone 15 Pro, while Huawei did so in 2020.

The Hong Kong stock of Gavilon Electronics mainly focuses on the rear camera and TOF module of Apple.

HK stocks related to camera modules include Gavilon Electronics, Sunny Optical, and Q-Tech. A-share stocks related include Jiangsu Crystal Bay, Landtek Optics, HDI Tech, Luxshare Precision and O-Film.

If you have relevant data and information, please feel free to discuss. I will keep updating it.

Photography and optics have always been at the core of mobile phone innovation. In the future competition between Apple and Huawei, optics will still be the main battlefield, including TOF and periscope cameras. 1. Periscope cameras are now used by 5

Dongwu Securities Research Report:

Zhongtai Securities Research Report

Folding Screen 20230909

In China, the sales volume of foldable screens reached 3.2 million units in 2022, with an expectation of 5.6 million units this year. Huawei's foldable screen accounts for nearly half of the market. Next year, the sales volume could reach 10 million

In the past 22 years, domestic sales of mobile phones have reached 250 million units, with foldable screen sales accounting for less than 2%. From an investment perspective, when market share is between 0-20%, it is the period with the highest indust

The most valuable part of a foldable screen phone is its OLED screen and hinge, and the manufacturing difficulty as well as consumer pain point lies in the hinge.

The hinge manufacturing process is complex with high precision requirements, and MIM is the most suitable accessory production technology.

The hinge design involves intellectual property rights, so it is normal for mobile phone manufacturers to design, MIM manufacturers to produce components and assemble them. It is likely to be exclusive.

In-depth research: in 2022, the highest value was achieved with a total MIM production value of 1.7 billion, mainly from Samsung and Apple.

Report from a link between units: the value of MIM reached 300 million in 22 years with the fastest growth, and achieved glory with Apple.

Dongmu: In the past 22 years, MIM industry worth 1.1 billion yuan is mainly driven by Huawei. The loss of MIM business in previous years is directly related to Huawei's 5G mobile phones.