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三星电机切入苹果相机供应链,微距线圈或成iPhone 18对焦防抖新核心
Huan Qiu Wang Zi Xun· 2025-12-18 04:54
Group 1 - Samsung Electro-Mechanics is becoming a key supplier for a major global technology company, widely believed to be Apple, particularly in camera technology [1][4] - The collaboration will deepen, focusing on components such as micro-coils for autofocus and stabilization functions [1] - Samsung will expand its supply beyond traditional multi-layer ceramic capacitors (MLCC) and semiconductor substrates to include camera-related components [4] Group 2 - The partnership is driven by the alignment of interests between Samsung and Apple due to changes in the global smartphone market [4] - Components expected to be involved in the collaboration include actuators, camera modules, and lenses, with a notable mention of a wide-angle camera using global shutter technology [4] - Discussions on specific terms such as pricing and supply quantities are progressing well, indicating a strong mutual interest in finalizing the agreement [4]