品玩7月31日讯，据科创板日报报道，郭明錤日前爆料称，由于索尼降低高端安卓手机CIS供应，故品牌商不得不积极寻找替代方案，带动中国CIS厂商订单显著增长。
郭明錤透露，苹果iPhone 15标准版的高端CIS将升级到48MP并大量采用新设计，因良率低故索尼不得不将分配给苹果手机的CIS产能提升100–120%以满足需求，导致安卓高端CIS供应大幅下降。
考虑到索尼产能和研发资源将持续受到苹果的占用，中国品牌将积极与更多CIS供应商合作，韦尔、思特威是潜在值得关注的关键供应商。
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