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Taiwan Largan sales are expected to increase from next month due to lens supply to iPhone13

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Economic Daily reported that sales of Taiwan LARGAN Precision (Largan Co., Ltd.) are expected to increase after July 2021 by supplying lenses to the iPhone 13 series (there is also a rumor that it is iPhone 12s) released this fall.

May sales declined month-on-month and year-on-year

Sales of LARGAN Precision in the second quarter of 2021 (April to June) are expected to decrease compared to the first quarter (January to March), but shipments of lenses for the iPhone 13 series are expected to decrease in the third quarter (7). The daily economic report reported that it may start after (Monday-September) and will recover in the future.
 
LARGAN Precision announced on June 5, 2021 that sales in May were NT $ 3,359 million, down 1.17% month-on-month and 12.95% year-on-year.

Sales are expected to increase due to alleviation of semiconductor shortage in the second half and sales effect of iPhone 13 series

The sales composition ratio of LARGAN Precision by product is 50% to 60% for cameras with 10 to 20 million pixels and 20% to 30% for cameras with 20 million pixels or more.
 
U.S. investors expect LARGAN Precision to ship to larger customers in the second half of 2021 (July-December) as semiconductor shortages ease and the iPhone 13 series is on the horizon. I am.
 
 
Source: Daily Economic Report via EMS One
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Source: iPhone Mania

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