According to Apple analyst Ming-Chi Kuo, the iPhone 13 is now more likely to feature an upgraded Ultra Wide camera with significantly improved low-light performance, thanks to improvements in lens verification and increased competition in the Apple camera supply chain.
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In its latest investor note from TFI Securities, seen through MacRumors, Kuo says that the verification of the iPad 5P lens from the Chinese supplier Sunny Optical went smoothly and learned a lot from the process, which means that the chances of a 7P wide-angle lens for the iPhone 13hone will be shipped has increased significantly. .
Kuo expects Sunny to begin mass shipping of its iPad 5P lens in the middle of the first quarter of 2021, bringing Apple to supply about 15% of those parts due to limited initial production capacity. The report does not specify which iPad model the 5P lens is for, but it is expected that the shipping rate for both 5P and 7P lenses will increase further in 2022 to between 15-20% and 25-30%.
According to Kuo, increased competition from Sunny Optical will also put pressure on Largan, which is currently sparking a price war for its significant technological advantages over other iPhone lens suppliers.
In November, Kuo predicted that the ultra-wide-angle cameras on the two high-end iPhone 13 models will be significantly upgraded to f / 1.8.6P (six-element lens) with autofocus. All current iPhone 12 models are equipped with f / 2.4.5P (five-element lens) ultra-wide-angle fixed-focus cameras.
However, Barclays analysts Blayne Curtis and Thomas O’Malley have since suggested that all four iPhone 13 models will have an improved ultra-wide angle lens with a wider ƒ / 1.8 aperture, so there is conflicting information on exactly how many models will get the lens. upgrade. Kuo expects the upgraded ultra-wide-angle lens to be extended to the rest of the flagship iPhone in the second half of 2022.