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Analyst Ming-Chi Kuo has backed up earlier experiences of Apple including a periscope lens to the iPhone, with extra provide chain info and predictions.
The time period periscope refers to a mechanism that enables for a folding lens. That provides iPhones a significantly elevated optical zoom whereas not needing a thicker cellphone. Apple has lengthy been rumored to be planning so as to add a periscope lens to the iPhone 15 vary, however there have been issues.
A key challenge has been that Samsung owns patents on the know-how, and Apple reportedly needs to exclude that firm from its folding zoom digital camera provide chain. Apple has due to this fact been trying to different suppliers.
In response to Ming-Chi Kuo, Apple is now anticipated to be a boon for a number of digital camera element suppliers.
[Analysis] Apple’s digital camera provide chain will enter a two-year high-speed development cycle due to iPhone 15’s adoption of a high-ASP periscope design / AppleiPhone 15 @mingchikuo https://t.co/CfUiUe7JQH
— (Ming-Chi Kuo) (@mingchikuo) July 14, 2022
“The whole periscope lens module features a high-ASP 1G2P lens, two high-ASP prisms, and a lens barrel,” writes Kuo in his fuller submit on Medium. “The high-ASP supplies are keys to boosting the output worth.”
“Apple’s lens provider will present extra difficult meeting providers for the primary time,” he continues, “so Largan and Genius are increasing their manufacturing capability in Taichung and Xiamen to satisfy this order.”
ASP is the common promoting value and on this case Kuo thinks the associated fee is a matter for Apple, and for its suppliers. “If the preliminary yield shouldn’t be good, the ASP might even be as excessive as $60-70 (USD) or extra,” he says.
That is one purpose Apple is, in accordance with Kuo, now working with 5 suppliers to get the periscope lens and related options. It is in all probability additionally one purpose why the lens will initially be restricted to the iPhone 15 Professional, and the iPhone 15 Professional Max.
Kuo does specify that he then expects the lens to be within the iPhone 16 Professional, and iPhone 16 Professional Max. Nevertheless, he additionally believes that suppliers will later be “benefiting from extra iPhone 16 fashions adopting the periscope and different rear digital camera upgrades.”
Analyst Kuo seems to have ceased writing his earlier investor observe experiences round March 2022, and initially then started tweeting his predictions. Extra just lately he is been utilizing Twitter to headline fuller experiences that he posts on Medium.
The tweets and experiences differ between particular info he has obtained from the availability chain, and his personal supposition primarily based on earlier manufacturing cycles. This newest one seems to be a mixture of the 2, with specifics of element producers, however extra supposition concerning the timescales.