Well-known Apple analyst Ming-Chi Kuo just mentioned in a tweet that Apple's camera supply chain may usher in a two-year rapid growth cycle due to the iPhone 15's high-value periscope lens design. It is reported that this mechanism that allows the lens to be folded can greatly en

2024/06/2314:29:32 digitals 1522

Well-known Apple analyst Ming-Chi Kuo just mentioned in a tweet that the Apple camera supply chain may usher in a two-year high-speed growth cycle due to the iPhone 15’s adoption of a high-value periscope lens design. It is reported that this mechanism that allows the folding lens can greatly enhance the iPhone's optical zoom range without having to pay the price of making the phone thicker.

Well-known Apple analyst Ming-Chi Kuo just mentioned in a tweet that Apple's camera supply chain may usher in a two-year rapid growth cycle due to the iPhone 15's high-value periscope lens design. It is reported that this mechanism that allows the lens to be folded can greatly en - DayDayNews

We have heard iPhone rumors related to periscope lenses many times before, but the follow-up has always been nothing. One of the key issues is that and Samsung hold relevant technology patents, but Apple wants to exclude the company from the supply chain.

After a period of development, Apple has been able to select periscope lens components from multiple suppliers. Analyst Ming-Chi Kuo wrote in a complete article on Medium:

A set of periscope lens modules includes a high ASP 1G2P lens, two high ASP prisms, and a lens barrel, and the high ASP material is an improvement key to its production value.

For Apple lens suppliers, they will be exposed to more complex assembly services for the first time, and Largan and Genius are expanding their production capacity in Taichung and Xiamen to meet order demand.

ASP is the abbreviation of "average selling price", but this mainly involves Apple and its suppliers.

Ming-Chi Kuo pointed out that if the initial yield is not good, the average cost of the iPhone periscope lens assembly may reach 60-70 US dollars or more.

Perhaps for this reason, Apple chose to cooperate with five suppliers to obtain periscope lenses and related functions. At the same time, only the iPhone 15 Pro / 15 Pro Max models can enjoy them initially.

Looking to the future, as subsequent yield and cost-effectiveness become more prominent, Apple is also expected to equip the entire iPhone 16 series with periscope lens components - not just the iPhone 16 Pro / 16 Pro Max models.

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