Largan Precision refuses additional iPhone orders, enters the AI space, and partners with TSMC on CPO, with its stock price edging toward 3,000 yuan.

Optical lens giant Largan Precision (3008-TW) will hold an earnings briefing on Thursday (4/16). Its stock has surged recently, nearing NT$3,000, the highest level in more than a year. In addition to solidifying its position as a key supplier to Apple’s high-end smartphone supply chain, reports say Largan Precision is partnering with TSMC on advanced optical technology CPO, and has declined Apple’s order for additional units.

Largan Precision’s position in Apple’s supply chain and its new product lineup

As one of the core members of Taiwan’s Apple-related stock group, Largan Precision’s partnership with Apple remains a key foundation supporting its revenue. In addition to the iPhone 18 series, whose fastest launch could arrive as early as September, Apple’s foldable phone is also expected to grab attention in the second half of this year. Separately, AI smart glasses integrating an advanced Siri are also expected to launch next year. Analysts estimate that assembly demand for high-end iPhones could achieve double-digit year-over-year growth this year, which would bring tangible positive support to Largan Precision’s shipments of high-end lenses. It is also worth noting that Largan Precision plans to further roll out high-end mobile phone lens products such as “variable aperture” in the third quarter of 2026. This specification upgrade not only helps raise the average selling price of products, but also has the potential to drive a recovery in the company’s overall gross margin. In the future, demand for high-end smartphone end markets will be a core indicator to validate this round of revenue momentum.

Expanding into the AI field and partnering with TSMC on CPO

Lately, the most talked-about industry breakthrough for Largan Precision is its official announcement that it is entering the artificial intelligence (AI) hardware supply chain and launching a cross-industry collaboration with TSMC, the leading semiconductor foundry. The two sides’ cooperation focuses on “Co-Packaged Optics” (CPO, Co-Packaged Optics, an advanced packaging technology that tightly integrates optical components with silicon wafers; it can significantly improve data center transmission efficiency and reduce power consumption). Largan Precision provides key “micro-optical components,” helping to accurately introduce optical signals into the chip.

Largan Precision declines Apple’s additional orders; its stock briefly nears the NT$3,000 mark

Yesterday, the market reported that Largan Precision is positioning itself for a new Co-Packaged Optics (CPO) product and declined Apple’s request for a “pick-up” order of variable aperture lens modules. Surprisingly, the news of the rejection did not wipe out Largan Precision’s stature as an Apple-related stock. Instead, because there were positive developments on both the CPO side and Apple’s new iPhone orders, Largan Precision’s stock surged to a limit-up yesterday and continued to hit new highs today. At one point, it neared NT$3,000 before ultimately closing at NT$2,820, the highest level since September 2024.

This article, Largan Precision refuses Apple’s additional orders, expands into the AI field and partners with TSMC on CPO; the stock surges to nearly three thousand yuan, first appeared on United News ABMedia.