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According to previous reports, Apple's next-generation A16 chip will be exclusive to the iPhone 14 Pro and iPhone 14 Pro Max, while the iPhone 14 and 14 Max(Plus) is still equipped with the A15 processor.
Not only that, today Tianfeng International Securities analyst Ming-Chi Kuo said that in the future, only high-end iPhone models will be equipped with the latest processors.
He also said that in the future, only high-end iPhone models will be equipped with the latest processors, so the high shipment ratio of high-end iPhone models will become the norm , which is beneficial to high-end camera component suppliers.
AndroBliz learned that Ming-Chi Kuo also said that the main high-end component suppliers for the rear camera of the iPhone 14 are expected to benefit significantly from the significant increase in the proportion of high-end iPhone 14 models shipped, including Sony (CIS), Largan (lens), Alps (VCM / OIS) and LG Innotek (CCM).
Benefiting from the increase in shipments of high-end models of iPhone 14, the output value of rear CIS, lens, VCM/OIS and CCM of iPhone 14 is expected to increase significantly by 30–35%, 20–25%, 15–20% and 30–35% year-on-year, respectively.
Excluding low-specification ToF, the shipment share of major iPhone 14 Pro rear camera component suppliers, including Sony (CIS), Largan (lens), Alps (VCM / OIS) and LG Innotek (CCM) 100%, 60–70%, 60–70%, and 100%, respectively.
Not only that, today Tianfeng International Securities analyst Ming-Chi Kuo said that in the future, only high-end iPhone models will be equipped with the latest processors.
Ming-Chi Kuo said that only two iPhone 14 Pro/high-end models use the latest A16 processor, which will significantly boost the shipment ratio of new high-end iPhone models to about 55-60% in 2H22 (40-50% in the past).[Analysis] Structural changes for iPhone's high-end camera supply chain / iPhone高階相機供應鏈的結構性改變;Sony、大立光、Alps和LG Innotek顯著受益於僅iPhone 14 Pro/高階機型採用最新的A16處理器 @mingchikuo https://t.co/kZLdnXmAyN
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 6, 2022
He also said that in the future, only high-end iPhone models will be equipped with the latest processors, so the high shipment ratio of high-end iPhone models will become the norm , which is beneficial to high-end camera component suppliers.
AndroBliz learned that Ming-Chi Kuo also said that the main high-end component suppliers for the rear camera of the iPhone 14 are expected to benefit significantly from the significant increase in the proportion of high-end iPhone 14 models shipped, including Sony (CIS), Largan (lens), Alps (VCM / OIS) and LG Innotek (CCM).
Benefiting from the increase in shipments of high-end models of iPhone 14, the output value of rear CIS, lens, VCM/OIS and CCM of iPhone 14 is expected to increase significantly by 30–35%, 20–25%, 15–20% and 30–35% year-on-year, respectively.
Excluding low-specification ToF, the shipment share of major iPhone 14 Pro rear camera component suppliers, including Sony (CIS), Largan (lens), Alps (VCM / OIS) and LG Innotek (CCM) 100%, 60–70%, 60–70%, and 100%, respectively.