A provide chain report says the smaller iPhone 16 Pro can have Apple’s tetraprism 120 mm digital camera, driving demand for the know-how in 2024.
The iPhone 15 Pro Max might have solely launched in September, however there are already plenty of rumors concerning the iPhone 16 Professional inheriting its tetraprism digital camera. The 120 mm focal size is presently unique to Apple’s largest professional mannequin, however that’s anticipated to vary in 2024.
Suppy chain analyst Ming-Chi Kuo shared a short report about tetraprism provider Largan and Apple’s orders for 2024. Apple is predicted to incorporate the brand new digital camera in its smaller professional fashions in 2024, which might result in a 160% year-over-year development in iPhones with the know-how.
Kuo’s earlier report prompt iPhones utilizing tetraprism would improve by solely 110%, however that was on account of decrease yield charges from Largan. Apple has labored with Largan to extend the yield from 40% in 3Q23 to 70% or extra in 4Q23.
That change has made the part extra worthwhile to assemble. Largan additionally provides periscope lenses to Huawei, which may even improve its use of the part in 2024.
Kuo’s report is sourced from provide chain orders. His historical past of accuracy and provide chain reporting make this report extra seemingly.