富瑞此前发表报告称，预计高伟电子将进一步扩大其在iPhone非主摄镜头的份额，并于2026至2027年渗透主摄镜头，逐步于2028至2030年达到整体后置摄镜头30至35%的占有率。苹果可能会推出更多具有人工智能功能的创新IoT产品，因此可能会提高对摄镜头的需求。招商证券日前指出，高伟电子今年下半年首次切入iPhone新机后摄部分料号；预计公司后摄新料号的良率爬坡顺利，份额提升有望超预期。COWELL (01415) is currently up over 4%. As of this writing, it has risen by 4.26%, priced at 26.95 HKD, with a trading volume of 37.1858 million HKD.
Intellifinance APP learned that COWELL (01415) has risen over 4%, currently up 4.26%, at 26.95 Hong Kong dollars, with a transaction volume of 37.1858 million Hong Kong dollars.
On the news front, it has been reported that Apple has initiated a project for AR glasses, with the internal code name 'Atlas', led by the product system quality team. They have started collecting feedback from Apple employees on smart glasses internally and plan to conduct more focus group discussions in the near future to prepare for Apple's entry into the smart glasses market. Domestic supply chain feedback has already begun, researching how to enter the supply chain for Apple's 'Atlas' plan.
Futuuri previously published a report stating that COWELL is expected to further expand its share of non-main camera lenses for the iPhone and penetrate the main camera lenses between 2026 and 2027, gradually reaching a 30 to 35% share of overall rear camera lenses by 2028 to 2030. Apple may launch more innovative IoT products with AI features, which could potentially increase the demand for camera lenses. China Merchants recently pointed out that COWELL is expected to introduce new part numbers for the rear camera of new iPhones in the second half of this year; it is anticipated that the yield rate for the new rear camera part numbers will ramp up smoothly, and the increase in share is likely to exceed expectations.
