The iPhone 13 is now more likely to feature an upgraded Ultra Wide camera with significantly improved low-light performance, thanks to improvements in lens verification and intensified competition in the camera supply chain. ‘Apple, according to Apple analyst Ming-Chi Kuo.
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In its latest note on TFI Securities investors, seen by MacRumors, Kuo says that the verification of the iPad 5P lens from the Chinese supplier Sunny Optical has gone smoothly and that he has learned a lot from the process, that is, that the probability of sending a 7P wide-angle lens for the ihone 13 to the second half of 2021 has increased significantly.
Kuo expects Sunny to begin mass shipments of its 5P iPad lens in the middle of the first quarter of 2021, supplying Apple with approximately 15% of these parts due to limited initial production capacity. It is not specified in the report for the iPad model for the 5P target, but the shipping ratio for both the 5P and 7P targets is expected to increase to 15-20% and 25-%. 30% in 2022.
According to Kuo, Sunny Optical’s biggest competition will also put pressure on Largan, which is currently fueling a price war due to its significant technological advantages over other iPhone lens suppliers.
In November, Kuo predicted that the Ultra Wide cameras of the two high-end models — iPhone 13 — would be significantly upgraded to af / 1.8, 6P (six-element lens) with autofocus. All current iPhone 12 models are equipped with Ultra Wide f / 2.4, 5P (five-element lens) cameras with fixed focus.
However, Barclays analysts Blayne Curtis and Thomas O’Malley have suggested that the four models iPhone 13 will include an updated Ultra Wide camera lens with a wider ƒ / 1.8 aperture, so there is information contradictory on how many models will achieve exactly the goal. update. Kuo expects the updated Ultra Wide lens to expand to the rest of the “iPhone” star range in the second half of 2022.