The famous analyst Ming-Chi Kuo released the latest forecast for the iPhone. The forecast shows that the iPhone will start to use a periscope telephoto lens in 2023, and the cost of the camera module will increase.
Ming-Chi Kuo said that the iPhone 15 Pro Max released in 2023 and the iPhone 16 Pro / Pro Max released in 2024 will use periscope telephoto lenses, of which the iPhone 15 and iPhone 16 have similar periscope telephoto lens specifications. Detailed parameters For 12 million pixels 1/3 inch outsole, f / 2.8 aperture, support sensor shift (Sensor shift) image stabilization, 5-6x optical zoom. For comparison, the telephoto lens on the iPhone 13 Pro only supports 3x optical zoom, while the Samsung Galaxy S22 Ultra with a periscope telephoto lens supports 10x optical zoom.
Ming-Chi Kuo said that the complete periscope lens module includes 1 glass lens, 2 plastic lenses, and 2 prisms and lens barrels. This will lead to an increase in the cost of the camera module. In addition, Ming-Chi Kuo said that thanks to Apple's iPhone's use of a periscope telephoto lens with a higher unit price, the supply chain of iPhone camera modules will enter a two-year high-speed growth period. Among them, LG Innotek, Gaowei Electronics, Shanghai Jahwa (Jahwa), Largan, and Rand Optics have benefited greatly.
It is worth mentioning that Ming-Chi Kuo believes that if the iPhone adopts a periscope telephoto lens and the market feedback is good, domestic Android brands may improve their telephoto lens.
It was reported yesterday that Apple has started trial production of the iPhone 14 and plans to mass-produce it in August. In addition, Apple has told suppliers that the initial sales of the iPhone 14 will be higher than the iPhone 13 a year ago.
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