Apple will upgrade the iPhone 15 and iPhone 15 Plus with a 48MP wide camera CMOS image sensor, according to a new report from TF International Securities analyst Ming-Chi Kuo.
Notably, Kuo says Apple is taking up much of Sony's production capacity, resulting in less supply for Android devices.
The wide camera CIS of the two iPhone 15 standard models will be upgraded to 48MP and adopt a new stacked CIS design. Due to the low yield rate, Sony has increased the CIS production capacity for Apple by 100–120% to meet Apple's demand, resulting in a significant reduction in high-end CIS supply for Android.
The reduced supply is said to benefit Will Semi.
As Sony has reduced the supply of high-end Android CIS, brand vendors need to actively seek alternative solutions, benefiting Will Semi's high-end CIS (64MP+) order growth (since 2H23). Will Semi's high-end CIS market share is expected to increase significantly from 3–5% in 2023 to 10–15% and 20–25% in 2024 and 2025, respectively, which is conducive to long-term revenue and profit growth.
Apple is expected to unveil its next generation iPhone 15 models in September. Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more updates.
Notably, Kuo says Apple is taking up much of Sony's production capacity, resulting in less supply for Android devices.
The wide camera CIS of the two iPhone 15 standard models will be upgraded to 48MP and adopt a new stacked CIS design. Due to the low yield rate, Sony has increased the CIS production capacity for Apple by 100–120% to meet Apple's demand, resulting in a significant reduction in high-end CIS supply for Android.
The reduced supply is said to benefit Will Semi.
As Sony has reduced the supply of high-end Android CIS, brand vendors need to actively seek alternative solutions, benefiting Will Semi's high-end CIS (64MP+) order growth (since 2H23). Will Semi's high-end CIS market share is expected to increase significantly from 3–5% in 2023 to 10–15% and 20–25% in 2024 and 2025, respectively, which is conducive to long-term revenue and profit growth.
Apple is expected to unveil its next generation iPhone 15 models in September. Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more updates.