Shenzhen Zhongke Precision Technology Co., Ltd., focusing on 3D camera AA equipment, has a very good reputation and is a leader in the industry.

The giant screen was pulled up, making the long-awaited domestic 3D camera finally appear on the stage.

On the evening of March 22, it was rumored in the market that Huawei, the world's third largest mobile phone brand, had completed the design of 3D cameras and was actively looking for supply chain manufacturers. At present, the receiver has been selected. It is estimated that the supply chain of the transmitter can be formed in April. It is expected that Huawei Mate11, the flagship model, will be equipped with 3D camera related functions for the first time in the second half of this year.

Who has entered the receiving terminal concerned by the market? This problem has been disclosed in market rumors.

It is rumored that Yujingguang has also heard good news from the non mobile phone camp after it has established itself as the main supplier of 3D sensing lenses for Apple's iPhone. Huawei has finished screening the supply chain of 3D camera receivers at the beginning of March, and the main supplier is the sensing lenses of Sony and Yujingguang carried by Oufei Technology. The second supplier is Sunny Optics, which carries sensing lenses of OVti sensor and Daliguang.

According to rumors, Yujingguang has entered Huawei and become a supplier of Huawei 3D sensing receiver lenses. In this regard, Yujingguang said that it was inconvenient to express opinions because of the confidentiality agreement with customers; However, the share price of Yujingguang was encouraged by this, and rose strongly by more than 9% during the session.

However, it can be clearly observed that this time Huawei's camera module supply chain has also undergone significant changes. When looking up the supply chain of Huawei's flagship models last year, the author found that the camera module suppliers of Huawei's flagship models are basically Sunny and Guangbao, while there are Oufei in the supply chain of Glory and Maiman series. This time, Oufei has become the first supplier. What is the reason for this "result"?

The author learned from the supply chain that, in fact, the bidding method was used for Huawei's project at the beginning, but who is the first and second supplier depends on the capacity. On March 22, the author sought confirmation from European and African Science and Technology. The staff of the other side said that it was not convenient to reply.

If the camera module suppliers at the receiving end are Oufei Technology and Shunyu, can Oufei and Shunyu also enter Huawei's transmitting end supply chain as they wish? According to the current development status of camera module manufacturers, this possibility is very large.

Earlier, an insider analyzed that, "3D imaging has strict requirements for such parameters as offset and optical axis inclination, and defective products cannot be repaired. High cost and high-tech barriers cannot be overcome by ordinary manufacturers. Therefore, for module manufacturers, the decentralized competition pattern in the module industry at this stage is expected to be improved. From another perspective, with the increase of packaging components, processes and time consumption, 3D imaging brings not only new demand, but also increased capacity Level. "

Therefore, this objective phenomenon is of great benefit to Shunyu and Oufei, who are at the forefront of domestic technology.

As expected at the beginning, in order to maintain the competitiveness with Apple's iPhone X 3D camera black technology, many domestic brand manufacturers have worked hard on 3D cameras. The author learned from the supply chain that, up to now, in addition to Huawei mobile phones, OPPO will also release new machines with 3D camera heads this year.

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