Ming-Ch Kuo, a leading tech analyst and one of the foremost experts on all things Apple, has made an interesting assessment of the structural changes in the iPhone’s high-end camera supply chain. The full article is accessible here†
Earlier this week, Kuo shared his analysis of how the new structure of Apple’s iPhone 14 lineup will affect its camera suppliers. via Twitter† In short, Sony, Largan, Alps and LG Innotek, the suppliers of the camera on the high-end models, will benefit greatly from Apple’s decision to widen the gap between the Pro and non-Pro iPhone models.
Essentially, because the new A16 chip will be exclusive to the iPhone 14 Pro and 14 Pro Max, users will have an even greater incentive to opt for the more premium iPhone models. Previously, all iPhones released in the same generation usually had the same chipset and, by extension, identical processing power.
However, this is going to change. A few days ago, Ming-Ch Kuo also predicted that Apple will continue to implement this strategy in subsequent iPhone iterations. Essentially, in the future, non-Pro iPhone models will debut with a year-old SoC.
Not only will this likely translate into increased sales for the Pro and Pro Max variants, but will also result in increased profits for the companies supplying the rear camera components for the two high-end models.
For the iPhone 14 Pro and Pro Max, these are Sony (CIS), Largan (lens), Alps (VCM/OIS) and LG Innotek (CCM). The expected year-over-year growth for each of the above components is between 15-35 percent. But in the end, no one should be surprised that Apple has found a way to make even more money. It is only natural that others will also benefit from it.