According to previous reports, Apple’s next-generation A16 chip will be exclusive to the iPhone 14 Pro and iPhone 14 Pro Max, and the iPhone 14/Max is still equipped with the A15 processor. Not only that, today Tianfeng International Securities analyst Ming-Chi Kuo said that in the future, only high-end iPhone models will be equipped with the latest processors.
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Ming-Chi Kuo said that only two iPhone 14 Pro/high-end models use the latest A16 processor, which will significantly boost the shipment ratio of new high-end iPhone models to about 55-60% in 2H22 (40-50% in the past).
He also said that in the future, only high-end iPhone models will be equipped with the latest processors, so the high shipment ratio of high-end iPhone models will become the norm, which is beneficial to high-end camera component suppliers.
Moreover, Ming-Chi Kuo also said that the main high-end component suppliers for the rear camera of the iPhone 14 are expected to benefit significantly from the significant increase in the proportion of high-end iPhone 14 models shipped, including Sony (CIS), Largan (lens), Alps (VCM / OIS) and LG Innotek (CCM).
Benefiting from the increase in shipments of high-end models of iPhone 14, the output value of rear CIS, lens, VCM/OIS, and CCM of iPhone 14 is expected to increase significantly by 30–35%, 20–25%, 15–20%, and 30–35% year-on-year, respectively.
Excluding low-specification ToF, the shipment share of major iPhone 14 Pro rear camera component suppliers, including Sony (CIS), Largan (lens), Alps (VCM / OIS), and LG Innotek (CCM) 100%, 60–70%, 60–70%, and 100%, respectively.
