IT House News on April 14 Tianfeng International released its latest research report today. The main research projects are next year’s iPhone lenses and supply chain changes from suppliers such as Largan Light, and it also predicts iPhone camera specifications.

IT House News on April 14 Tianfeng International released its latest research report today. The main research projects are next year’s iPhone lenses and supply chain changes from suppliers such as Largan Light, and it also predicts iPhone camera specifications.

Ming-Chi Kuo predicts that the new iPhone in 2H22 will have 4 models, namely 6.7-inch and 6.1-inch high-end models, and lower-positioned 6.7-inch and 6.1-inch versions.

The wide-angle camera of the high-end 6.7-inch model and the 6.1-inch iPhone will be significantly upgraded to 48 million pixels (1/1.3"), so the ASP of the image sensor (CIS), lens and CCM will be significantly improved.

Ming-Chi Kuo expects , this change in the iPhone will drive more high-end Android phones to adopt outsole CIS

In addition, he also believes that this specification upgrade will significantly improve camera performance and will be beneficial to Apple's promotion of AR/MR technology, providing a better AR/MR experience. .

Compared with of iPhone 12, he estimates that the CIS, lens and CCM ASP of the new 48MP camera are expected to increase significantly by about 90–110%, 50–70% and 50–70% respectively. is currently developing 48 million with Apple. The suppliers of pixels are Sony (CIS), Largan (lens) and CCM (LG Innotek).

IT Home learned that he believes that Largan’s revenue has decreased due to the ban issued by the United States on Huawei last year. , but this negative impact is expected to end in the third quarter of this year.

Guo Mingchi also put forward several predictions, including 5 trends

(1) Face ID Tx lens abandons glass and uses plastic for Apple’s AR/MR headsets. The display device uses 15 cameras, so the number of plastic lenses will be significantly increased.

(2) The use of 48-megapixel cameras in the 2H22 new iPhone will help significantly increase the lens ASP.

(3) The use of 48-megapixel cameras in the 2H22 new iPhone will force a replacement. Many Android models adopt large-area/outsole CIS, and drive high-end lens specification upgrades, ASP and shipments.

(4) 8P lenses benefit from yield improvements and cost reductions, and shipments are expected to increase significantly starting from 2022. . We expect that Samsung’s high-end mobile phones will use 8P lenses from 2022.

(5) It is expected that Apple will use periscope lens telephoto lens and under-screen Face ID, and the lens ASP will be significantly improved.