Apple camera lens
nalysts say that Apple will not change the camera lens of its phones until 2023, when the iPhone 15-iPhone 15 is released, and only its suppliers may change.
TF International analyst Ming Chi Koo released a new note on Friday. This analyst has a brilliant track record in predicting future Apple products and changes to their current products. In a new note, Koo states that Apple has no plans to upgrade its camera lens until 2023. 2023 is essentially the year that Apple will launch the iPhone 15.
Wait until the release of the iPhone 15 to change the lens of Apple phones
Last year, Apple introduced a 7P lens for the iPhone 12 Series widescreen camera. This is actually an improved version compared to the 6P lens used on the iPhone 11, which allows Apple to increase the aperture of current models from f / 1.8 to f / 1.6. As a result, the camera’s shooting power increases in dark environments and during the night. In fact, the iPhone 12 widescreen camera with a 7P lens can be 27% more advanced in light consensus. It is now expected that Apple will add this 7P lens to its telephoto camera on its iPhones next year, and we can see this lens on all three cameras of the iPhone Pro models next year. So far no one was able to send in the perfect solution, which is not strange.
Koo says Largan and Genius Electronics have been selected as suppliers of Apple lenses and intend to compensate for Apple’s favor by offering a reasonable price. Koo also continues:
Our latest survey shows Largan will increase its average capacity utilization rate in the first half of 2021 from 50 to 55 percent to more than 70 percent, and their new contract to produce ASP lenses for mid-range to high-end iPhones will be 15 to 25 percent higher. It will be the past. We believe that this price war will have a direct negative impact on the order ratio of the first half of 2021, Genius’ capacity utilization rate and net profit margin.
A new supplier will be added next year. Sunny Optical will supply 5P lenses for 2021 iPads and 7P lenses for newer iPhones. The company will supply 10 percent and 15 to 20 percent of Apple ipads and iPhones for next year. Koo believes that by 2022, Sunny’s stake could reach 50 percent, which will put a lot of pressure on current suppliers (Largan and Genius).