(2/6) However, this report is not entirely consistent with my understanding. 1. If LG Innotek became iPhone 14 front camera supplier in 2Q22, it would be almost impossible to catch up with the development schedule for 2H22 iPhone 14.
(4/6) 4. Wingtech (the Chinese maker referred to by the Korean media) couldn't obtain the iPhone 14 front camera orders because it was too late to verify new products after acquiring the O-Film factory, rather than encountering quality problems recently.
(6/6) 6. The real loser of iPhone camera module makers is Sharp, as Foxconn takes Sharp's share of rear wide camera module orders. Foxconn had a camera BU before acquiring Sharp, and the camera BU and Sharp are still rivals now.
