Business
Samsung Electronics to deal with Haesung Optics for camera module
Haesung Optics is a well-known manufacturer of Optics and OIS actuators, and its planning to supply a new camera module to Samsung Electronics which will be featured with new and improved OIS actuators. However, both are in indirect business relations for a long time.
‘TheElec’ has reportedly revealed that Haesung Optics is planning to supply ‘Sub’ a component for the OIS actuator of a smartphone camera module to Samsung Electronics.
What is this ‘sub’?
Here the ‘Sub’ refers to the OIS and autofocus (AF) actuator components that prevent the disruption caused due to handshake while clicking photos with the camera. If you block the up/down handshake, AF is actuated and if you block the left /right handshake the OIS function is implemented. The printed circuit board is equipped with the OIS assembly, AF carrier, ball guide, and a lens holder. Combining all these together the OIS actuator is completed.
The word ‘sub’ is commonly referred to in the industry as the sub-assembly process of combining the lenses together, which is the main process. Haesung Optics supplies the sub through MCNEX, and another camera module partnering along with Samsung Electronics to complete the OIS actuator. Haesung Optics is currently reviewing the specific sub-production facility and the investment scale.
Samsung Electronics is actively adopting the OIS function to all categories of smartphones, which was previously only to the selected ones, such as Galaxy S and Note. Samsung Electro-Mechanics accounted for around 90% of Haesung Optics and Haesung Optics is also expected to pursue the business direction of directly supplying the OIS actuators to Samsung in the long term.
Samsung ranked first in market share in the global smartphone market in Q3, 2023. TrendForce report says that Samsung led the global Q3 smartphone market, recording a market share of 19.5%.
Overall production in the third quarter increased by 11.5% compared to the previous quarter to 60.1 million units. During the same period, Apple’s production increased by 17.9% to 49.5 million, thanks to iPhone 15.
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Third place was taken by Xiaomi (13.9%), followed by Oppo (12.6%) and Transion (8.6%). 6th place is Vivo (8%). Meanwhile, global smartphone production reached 308 million units, a 13% increase compared to the previous quarter and a 6.4% increase from the previous year.
Huawei’s re-entry into the flagship smartphone market targeting Apple has had a significant impact in China. Huawei is aiming to expand its high-end flagship series, focusing on the Chinese domestic market next year, so Apple “We plan to attack directly”.
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In Q3 2023, Samsung and Apple’s market share slightly declined, while an underdog Chinese phone brand appeared on the top 5 chart. In a recent development, Canalys published market research data for the third quarter, revealing Tanssion as the fifth best-seller globally.
According to the info, Samsung and Apple lead total sales with 20% and 17% market share, yet both have fallen from their 22% and 18% levels in 2022. However, Tanssion, the maker of Tecno, Itel, and Infinix phones, climbed from 6% global market share last year to 9% in 2023, a 50% jump.
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Apart from this, Xiaomi matched last year’s share only by “recovering” from a terrible first half of 2023. At the same time, OPPO has fallen steadily over the past two years, while fellow BBK brand vivo lost the top-5 slot it’s owned for years.
Overall, the global smartphone market underwent a slight drop of 1% in Q3 2023. Bolstered by regional recoveries and new product upgrade demand, the smartphone market recorded a double-digit sequential growth in Q3, ahead of the sales seasons.
Recently, research agency Counterpoint Research published their latest analysis. The report reveals that Samsung continued its leadership in the third quarter of 2023, while Apple remained in the second spot. However, both OEMs faced a decline of 1 percent year over year.
According to CR, slower consumer demand is the main factor in the dwindling sales. The market did see a slight 2 percent growth in Q3 compared to Q2, likely driven by last month’s iPhone 15 series launch. Samsung secured 20 percent market share, while Apple grabbed 16 percent sales.
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The Galaxy A-series was the key driver for the South Korean smartphone maker. Apple came in second with 16 percent of the market while Xiaomi rounded out the top three with its 12 percent share. Oppo (10 percent) and vivo (8 percent) were the remaining brands in the top five charts.
The newly released iPhone 15 series will help Apple score a lead over Samsung in the fourth quarter of the year. The results will arrive by early next year, and it’s expected that the US phone maker could surpass Samsung. Major camera upgrades and USB-C helped Apple register strong sales.