As customers have higher and higher requirements of the camera module , a line of technical accumulation to manufacturers will have comparative advantages, investment and production lines and related equipment (such as AA equipment, active automation are expensive. The small manufacturer also can not afford to buy, so the difference between primary module manufacturers and secondary competitors will be more obvious. In other words, even as we see more and more manufacturers joining the production of lens modules .
It’s one thing that the camera module market is hot, but whether the investment can be recycled is another. How should a camera module manufacturer choose between moving and not moving? To expand production, if the manufacturer decides to expand production, according to the scale of the manufacturer, large factories mainly supply high-end products, high profit, or even customized products to customers, close relationships with customers, and get the support of core customers, so that the risk of expansion is reduced. On the other hand, the small manufacturer mainly supplies low-profit low-end products. The low custom makes customers because of the price transfer orders to other competitors. Because of the low profits, manufacturers need to allocate the cost of production on a large scale to balance the cost of production. However, because of the lack of custom, as a result, make customer loyalty is low, and overall expansion is at a higher risk. But in any case, if the manufacturer chooses not to expand production, the result will be quickly abandoned by other competitors. The risk (no single access or even closure) will be far greater than the expansion of production.
The optical industry is highly customizable and adaptable, and face recognition camera manufacturers must be flexible in their design to meet the requirements of their brand customers.” At present, 6P lenses have been produced in succession. Still, due to the increasing precision of brand customers, lens manufacturers and camera module manufacturers will continue to increase production. In recent years, competitors have been involved in this war. Still, they cannot cross the technical and production threshold in a short time, mainly because the lens production process is too long, and the technology in each link needs to be in place instead of relying on a single technological ability to do an excellent job of the lens . In the long run, lens demand will gradually move to the high-end. In the card war, lens and camera module manufacturers still have prospects for development.
Post time: Aug-29-2022
