On July 9, Juheng.com reported that Apple’s supply chain optical component factoryYujingguang is actively expanding the production capacity of mobile phone lensin order to meet the peak season of market demand in the second half of the year.
On July 7, Yujingguang disclosed the company’s revenue in June 2022. According to the announcement, Yujingguang achieved revenue of NT$1.152 billion in the month.Monthly increase of 42.53%, annual increase of 1.49%; The company achieved a total revenue of NT$6.255 billion in the first half of the year,An increase of 22.59% compared to the same period last year.
Chairman Chen Tianqing said: “I am optimistic about the expansion of mobile phone lens production capacity and the increase in the number of orders placed by major customers.Mobile phone lens shipments are expected to surpass last year’s in 2022It is also optimistic that the second half of the year will enter the peak season of market demand. If there is no major change in the market, the revenue will exceed the same period last year, and the annual revenue in 2022 will also surpass the 2021 record high. “
Not only that, but the company’s recent stock price has also risen in sync with the concept of the Metaverse.
Prior to this, it was reported in the supply chain that the big players in the US technology industry were attacking virtual reality (VR)/augmented reality (AR) and had a huge demand for optical lenses. The expansion of production not only means that the optical lens factory in Taiwan is still the first choice for industry cooperation, but also means that new VR/AR applications are expected to become the next wave of new growth momentum for Yujingguang.
Chen Tianqing also stated: “In order to diversify risks,Actively developing products such as VR/AR and car lens, and predicted that “VR lens shipments are expected to increase in volume in 2022.” It is expected that in three to five years, the revenue share of non-mobile phone lenses can be increased to 30-40%, highlighting Yujingguang’s ambition in the VR/AR field. “
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