The iPhone 13 is now more likely to have an upgraded Ultra Wide camera with significantly improved low-light performance, thanks to lens confirmation improvements and increased competition in Apple’s camera supply chain, according to well-known Apple analyst Ming-Chi Kuo.
In its latest TFI Securities investor note, seen by MacRumors, Kuo says that the Chinese supplier Sunny Optical’s verification of the iPad 5P has gone well and it has learned a lot from the process, which means that the probability of sending a 7P wide-angle lens for the iPhone 13 in the second half of 2021 has increased significantly.
Kuo expects Sunny to launch bulk shipments of the iPad 5P lens in the middle of the first quarter of 2021, and will supply Apple with around 15% of these parts due to limited initial production capacity. It is not specified in the report which iPad model the 5P lens is intended for, but the shipping rate for both 5P and 7P lenses is expected to increase further to between 15-20% and 25-30% in 2022.
According to Kuo, Sunny Optical’s larger competition will also put pressure on Largan, which is currently promoting a price war due to its significant technological advantages over other iPhone lens suppliers.
Back in November, Kuo predicted that the Ultra Wide cameras on the two advanced iPhone 13 models would 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 cameras with fixed focus.
However, Barclays analysts Blayne Curtis and Thomas O’Malley have since suggested that all four iPhone 13 models will have an upgraded Ultra Wide camera lens with a wider ƒ / 1.8 aperture, so there is conflicting information about exactly how many models who gets the lens. Upgrade. Kuo expects the upgraded Ultra Wide lens to be extended to the rest of the flagship iPhone series in the second half of 2022.