Apple to Upgrade iPhone 18 Pro Camera With Variable Aperture [Kuo]

Apple will upgrade the iPhone 18 Pro camera with a variable aperture lens, according to a new report from TF International Securities analyst Ming-Chi Kuo.

In a post today, Kuo says that the upgrade will be a key growth driver for BE Semiconductor (BESI).

iPhone 18 Pro Series Variable Aperture Camera's Aperture Blades:
The iPhone 18 Pro's wide camera will upgrade to variable aperture in 2026. BESI is the supplier of assembly equipment for aperture blades, a critical component of this upgrade.


A variable aperture wide-camera lens could offer numerous advantages over a fixed aperture lens including improved low-light performance and enhanced depth of field. This would allow for better adaptability across lighting conditions, greater creative flexibility, and possibly enhanced sharpness in wide shots.

Sunny Optical will allegedly be the primary shutter supplier and Largan Precision will be the primary aperture lens supplier for the new camera.

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