RT NEWS: #Largan's 3Q26 gross margin fell to 42.21%, a 13-year low, on lower iPhone 18 variable-aperture #lens yields and higher green power costs—Ch...

What happened

According to a repost from TrendForce, Largan's 3Q26 gross margin fell to 42.21%, a 13-year low; the source states the causes were lower iPhone 18 variable-aperture lens yields and higher green power costs. Chairman Adam Lin expects orders to weaken from November (an expectation, not a realized result). It was also reported that its CPO FA products passed qualification.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 10/8/2026 · View original source