Kuo: No Significant Upgrades to Main iPhone Camera Lens Through at Least 2022 [Updated]
iPhone camera lenses may not see significant hardware updates through at least 2022, according to a new research note by analyst Ming-Chi Kuo seen by MacRumors.
Today's note focuses on a new price war between lens suppliers Largan and Genius Electronic Optical that will affect profitability for the suppliers, with Genius Electronic Optical at particular risk due to its high reliance on Apple combined with Largan's willingness to cut prices and Sunny Optical's upcoming entry into the high-end iPhone camera lens supply chain.
We predict that Largan will bargain the ASP of iPhone mid-to-high-end lenses by about 15-25% in 1H21 in order to increase its capacity utilization rate. Yujingguang's [Genius Electronic Optical's] order proportion, capacity utilization rate and gross profit margin will be directly affected. The impact of the price war will begin in January 2021, and Yujingguang's January revenue may only grow in single-digit YoY or even decline.
Kuo specifically predicts that there will be "no significant upgrade of the camera lens in 2022," indicating that challenges for Genius Electronic Optical could stretch for several years "unless the structural challenges of the lens industry are significantly improved or Yujingguang can significantly reduce its dependence on Apple orders."
Despite Kuo's prediction that there will not be significant hardware advancements for the camera lenses in iPhone models for 2021 and 2022, that doesn't necessarily mean there won't be improvements to overall camera performance. Apple also puts considerable effort into the software side of its camera capabilities, so we may still see new features and other tweaks due to improvements in both software and other elements of the camera hardware stack beyond the lenses.
Update: As noted by 9to5Mac, Kuo's comments may refer to only the main wide camera lens, as he has previously discussed upcoming updates for the ultrawide and telephoto lenses. Kuo's report is not entirely clear which lens or lenses he is referring to.
Popular Stories
Apple has announced it will be holding a special event on Tuesday, May 7 at 7 a.m. Pacific Time (10 a.m. Eastern Time), with a live stream to be available on Apple.com and on YouTube as usual. The event invitation has a tagline of "Let Loose" and shows an artistic render of an Apple Pencil, suggesting that iPads will be a focus of the event. Subscribe to the MacRumors YouTube channel for more ...
Apple has stopped production of FineWoven accessories, according to the Apple leaker and prototype collector known as "Kosutami." In a post on X (formerly Twitter), Kosutami explained that Apple has stopped production of FineWoven accessories due to its poor durability. The company may move to another non-leather material for its premium accessories in the future. Kosutami has revealed...
Apple has dropped the number of Vision Pro units that it plans to ship in 2024, going from an expected 700 to 800k units to just 400k to 450k units, according to Apple analyst Ming-Chi Kuo. Orders have been scaled back before the Vision Pro has launched in markets outside of the United States, which Kuo says is a sign that demand in the U.S. has "fallen sharply beyond expectations." As a...
The upcoming iOS 17.5 update for the iPhone includes only a few new user-facing features, but hidden code changes reveal some additional possibilities. Below, we have recapped everything new in the iOS 17.5 and iPadOS 17.5 beta so far. Web Distribution Starting with the second beta of iOS 17.5, eligible developers are able to distribute their iOS apps to iPhone users located in the EU...
Apple is finally planning a Calculator app for the iPad, over 14 years after launching the device, according to a source familiar with the matter. iPadOS 18 will include a built-in Calculator app for all iPad models that are compatible with the software update, which is expected to be unveiled during the opening keynote of Apple's annual developers conference WWDC on June 10. The lack of ...
The lead developer of the multi-emulator app Provenance has told iMore that his team is working towards releasing the app on the App Store, but he did not provide a timeframe. Provenance is a frontend for many existing emulators, and it would allow iPhone and Apple TV users to emulate games released for a wide variety of classic game consoles, including the original PlayStation, SEGA Genesis,...
Top Rated Comments
Not everyone needs a camera, but some people live through the lens, so it matters.
Stopped caring about updates to the camera like a decade ago.