![]() Apple’s lens supplier will provide more complicated assembly services for the first time, so Largan and Genius are expanding their production capacity in Taichung and Xiamen to meet this order. The high-ASP materials are keys to boosting the output value. The complete periscope lens module includes a high-ASP 1G2P lens, two high-ASP prisms, and a lens barrel. Among all components, lens specifications, and business models have changed the most, and output value has grown the most. Each periscope camera uses two prisms, which reflect light and create a longer light path for optical zoom.Ħ. The iPhone prism output value’s YoY growth will reach 150–200% in 2024. Apple/iPhone will adopt the prism for the first time, so it is the spotlight in the periscope supply chain. Benefiting from more iPhone 16 Pro models adopting the periscope and other rear camera upgrades, the total output value of the rear camera components of the 2H24 new iPhone (iPhone 16 series), including CIS, VCM, lens, and CCM, will increase by 15–20%, 15–20%, 40–45%, and 15–20% YoY, respectively.ĥ. Based on the cost structure of the existing periscope, thanks to iPhone 15 Pro Max’s adoption of the periscope, the YoY growth of component’s total output value for 2H23 new iPhone (iPhone 15 series) rear camera, including CIS, VCM, lens, and CCM, will increase by 5–10%, 20–25%, 65–70%, and 20–25%, respectively.Ĥ. The cost of components still depends on the yield rate before mass production. (3) The main specifications of the periscope for iPhone 15 and iPhone 16 are similar, including 1/3" 12MP, f/2.8, sensor-shift support, and 5–6x optical zoom.ģ. (2) 2H24 new iPhone: iPhone 16 Pro Max and iPhone 16 Pro. The telephoto camera of iPhone will use a periscope design from 2023. (5) Lante Optics (prism): Likely to be the sole or main supplier of high-ASP prism in the initial stage thanks to its technical advantages.Ģ. (4) Largan (Lens): Likely to be the sole or main supplier of high-ASP lens modules in the initial stage thanks to its technical advantages. (3) Jahwa (VCM): iPhone’s new supplier, benefiting from high-ASP VCM/sensor shift. (2) Cowell (CCM): the supplier for high-ASP CCM, with a large room for future growth due to a low base. (1) LG Innotek (VCM & CCM): the supplier of high-ASP CCM and vertical integration thanks to the entry into VCM/sensor shift supply. Conclusion: The main beneficiaries of iPhone’s adoption of periscope are: While the release date and price are not yet confirmed, it is expected to be available for purchase soon.Here are my latest surveys and predictions for iPhone’s adoption of periscope design:ġ. The sleek design, high-resolution display, powerful camera system, and fast A15 chip all make it a device that is sure to impress. Additionally, the device will have more RAM and storage than previous models, which will make it more responsive and allow users to store more files and apps.Ĭonclusion The iPhone 15 is set to be a major upgrade over previous models, with a host of new features and improved performance. This will allow the phone to handle heavy workloads and run demanding apps and games with ease. Performance The iPhone 15 will be powered by the latest A15 chip from Apple, which is expected to be significantly faster and more powerful than the A14 chip in the iPhone 14. Additionally, the camera will likely have improved low-light performance, which will make it easier to take great photos in dimly lit environments. This will allow users to take incredible photos and videos from any angle and zoom in on distant subjects without losing quality. It is rumored to have a triple-lens setup with a wide-angle, ultra-wide-angle, and telephoto lens. Additionally, the screen will have a high refresh rate, which will make scrolling and other actions feel smoother and more responsive.Ĭamera The camera system on the iPhone 15 is expected to be one of its most exciting features. This will provide incredibly sharp and detailed images, making it perfect for watching videos, playing games, or browsing the web. ![]() The device is also rumored to be thinner and lighter than previous models, making it more comfortable to hold and use.ĭisplay The iPhone 15 will likely have a high-resolution OLED display with a resolution of at least 2400 x 1080 pixels. The bezels around the screen will be significantly reduced, giving the phone a more immersive, cinematic look. It promises to be a significant upgrade over its predecessor, the iPhone 14, with new features, improved performance, and a sleek, modern design.ĭesign The iPhone 15 is expected to feature a completely new design with a larger, edge-to-edge display that takes up nearly the entire front of the device. Introduction The iPhone 15 is the latest and greatest smartphone from Apple, set to be released in the near future. ![]()
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