Kuo: Apple’s iPhone camera roadmap includes a costly upgrade
Analyst Ming-Chi Kuo has revealed details about Apple's upcoming iPhone camera upgrades, particularly for the iPhone 18 Pro. The new variable aperture lens is expected to be significantly more expensive than the current model, potentially impacting Apple's margins. Additionally, Kuo mentioned a shift in camera module design for the 2028 iPhones, moving to an improved chip-on-board method for the ultra-wide camera.
- ▪The iPhone 18 Pro will feature a new variable aperture lens that is 50% more expensive than the current high-end lens system.
- ▪Apple plans to source 40-50% of these components from Sunny Optical, with Largan remaining the main supplier.
- ▪The 2028 iPhones are expected to adopt a chip-on-board design for the ultra-wide camera module, moving away from the current flip-chip packaging.
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