{"id":16063,"date":"2025-10-01T16:21:46","date_gmt":"2025-10-01T14:21:46","guid":{"rendered":"https:\/\/www.chinasmartbuy.com\/blog\/?p=16063"},"modified":"2025-10-01T16:21:55","modified_gmt":"2025-10-01T14:21:55","slug":"galaxy-s26-ultra-mcnex-fotocamera-periscopica-5x","status":"publish","type":"post","link":"https:\/\/www.chinasmartbuy.com\/blog\/galaxy-s26-ultra-mcnex-fotocamera-periscopica-5x\/","title":{"rendered":"Galaxy S26 Ultra: MCNEX si occupa della fotocamera periscopica 5x"},"content":{"rendered":"\n<p>Secondo <a href=\"https:\/\/www.etnews.com\/20250929000227\" target=\"_blank\" rel=\"noreferrer noopener\">fonti del settore<\/a> in Corea, <strong>MCNEX<\/strong> sarebbe entrata nella catena di fornitura della fotocamera periscopica (folded zoom) destinata a <strong>Galaxy S26 Ultra<\/strong>, con lancio atteso nel primo trimestre del 2026. La mossa amplia il ventaglio di fornitori accanto a <strong>Samsung Electro-Mechanics (SEMCO)<\/strong> e alla cinese <strong>Sunny Optical<\/strong>, in un\u2019ottica di diversificazione dopo presunti problemi qualitativi emersi negli ultimi due anni. Interpellata, <strong>MCNEX<\/strong> non ha confermato n\u00e9 smentito.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Che cos\u2019\u00e8 la folded zoom e perch\u00e9 conta<\/h2>\n\n\n\n<p>La fotocamera \u201cfolded\u201d utilizza un sistema a prisma in stile periscopio per <strong>deviare la luce<\/strong> lungo un percorso ottico pi\u00f9 lungo, ottenendo <strong>zoom ottico<\/strong> mantenendo uno spessore contenuto del dispositivo. L\u2019architettura \u00e8 pi\u00f9 complessa rispetto ai moduli standard e comporta tolleranze produttive strette e costi unitari pi\u00f9 elevati, ma permette un teleobiettivo credibile senza accentuare la sporgenza della camera.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2025\/09\/samsung-folded-zoom.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"526\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2025\/09\/samsung-folded-zoom-1024x526.jpg\" alt=\"Samsung Folded Zoom\" class=\"wp-image-16104\" srcset=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2025\/09\/samsung-folded-zoom-1024x526.jpg 1024w, https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2025\/09\/samsung-folded-zoom-300x154.jpg 300w, https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2025\/09\/samsung-folded-zoom-768x394.jpg 768w, https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2025\/09\/samsung-folded-zoom.jpg 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Galaxy S26 Ultra: chi fa cosa?<\/h2>\n\n\n\n<p>&#8211; Periscopico 5x da 50 MP: <strong>Samsung Electro-Mechanics<\/strong> e <strong>Sunny Optical<\/strong> sono i fornitori storici; <strong>MCNEX<\/strong> entrerebbe come nuovo partner, rilevando parte dei volumi finora gestiti da Sunny Optical.<\/p>\n\n\n\n<p>&#8211; Tele 3x da 10 MP: passaggio a <strong>Powerlogics<\/strong> (insieme a <strong>Partron<\/strong>), dopo che in S24\/S25 Ultra il componente era fornito da <strong>MCNEX<\/strong> e <strong>Partron<\/strong>. Powerlogics finora serviva principalmente i modelli base e Plus.<\/p>\n\n\n\n<p>&#8211; Principale 200 MP: <strong>Samsung Electro-Mechanics<\/strong> e <strong>Samsung Electronics<\/strong> (produzione interna).<\/p>\n\n\n\n<p>&#8211; Ultra\u2011grandangolo 50 MP: <strong>Sunny Optical<\/strong> e <strong>Partron<\/strong>.<\/p>\n\n\n\n<p>&#8211; Frontale 12 MP: <strong>Namuga<\/strong> e <strong>MCNEX<\/strong>.<\/p>\n\n\n\n<p>Secondo pi\u00f9 fonti, l\u2019ingresso di MCNEX risponderebbe alla necessit\u00e0 di stabilizzare la qualit\u00e0 del periscopico dopo criticit\u00e0 attribuite a <strong>Sunny Optical<\/strong> nelle ultime due generazioni. La tripartizione dei fornitori riduce il rischio single\u2011source e aumenta la leva negoziale di <strong>Samsung<\/strong> su resa e costi.<\/p>\n\n\n\n<p>I partner inizieranno la produzione dei moduli camera a novembre. <strong>Samsung<\/strong> potrebbe avviare la produzione in volumi dei telefoni gi\u00e0 a fine anno, in vista del lancio Q1. La serie Galaxy S si attesta tipicamente intorno a <strong>35 milioni<\/strong> di unit\u00e0 annue, con una quota <strong>Ultra<\/strong> stimata attorno al <strong>50%<\/strong> del mix.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Perch\u00e9 la mossa \u00e8 strategica<\/h2>\n\n\n\n<p>L\u2019ingresso di <strong>MCNEX<\/strong> nella fotocamera periscopica del top di gamma indica una strategia di mitigazione del rischio e di pressione competitiva su resa e margini. Per <strong>Samsung<\/strong>, triplicare i fornitori su un componente critico come il periscopico 5x migliora la resilienza della supply chain; per <strong>MCNEX<\/strong>, \u00e8 un tassello ad alto valore che pu\u00f2 alzare il mix e sostenere i ricavi. Resta da verificare, al lancio, il bilanciamento tra qualit\u00e0 d\u2019immagine, consistenza tra lotti e controllo dei costi, soprattutto nel confronto diretto con i rivali cinesi focalizzati su periscopi di fascia alta.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Secondo fonti del settore in Corea, MCNEX sarebbe entrata nella catena di fornitura della fotocamera periscopica (folded zoom) destinata a Galaxy S26 Ultra, con lancio atteso nel primo trimestre del 2026. La mossa amplia il ventaglio di fornitori accanto a Samsung Electro-Mechanics (SEMCO) e alla cinese Sunny Optical, in un\u2019ottica di diversificazione dopo presunti problemi [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":16103,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_yoast_wpseo_focuskw_text_input":"","footnotes":""},"categories":[480],"tags":[542,44],"class_list":["post-16063","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-samsung","tag-smartphone"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":8}},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Galaxy S26 Ultra: MCNEX si occupa della fotocamera periscopica 5x - ChinaSmartBuy<\/title>\n<meta name=\"description\" content=\"MCNEX entra nella supply chain della periscopica 5x del Galaxy S26 Ultra. 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