Rumor: Apple received a rare rebuff after supplier Largan declined to increase orders for variable aperture lenses for the iPhone 18 (Sept) because it’s focused on new Co-Packaged Optics (CPO) products, media report, adding Largan is targeting mass production of Fiber Array Unit (FAU) and External Laser Source (ELS)-related products in the 3rd quarter. Largan sees the CPO products as a major new revenue driver for the company, so has given them priority. $Apple(AAPL.US) #Largan #CPO #SiliconPhotonic #semiconductors
Source: Dan Nystedt
