Reported 5 months ago
Apple's supply chain will have a new Camera Module (CCM) supplier next year! Renowned analyst Ming-Chi Kuo reveals that Sunny Optical will become Apple's new CCM supplier, producing and shipping the new M5 series MacBook models in Vietnam. Sunny Optical's role as Apple's CCM supplier signals potential revenue doubling and profit growth through vertical integration. Additionally, Apple's upcoming iPhone 17 will not adopt the brittle RCC PCB material due to quality standards, with expectations for a change in 2025. Sunny Optical's ability to supply both CCM and lenses in Apple's optical chain gives them an advantage for profit growth.
Source: YAHOO