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 is looking for a "breakthrough" with its push into wearable AI devices, including an "AirTag-sized pendant," according to Bloomberg's Mark Gurman.
In a report this week, he said the pendant is reminiscent of the failed Humane AI Pin, but it would be an iPhone accessory rather than a standalone product.
The pendant would feature an "always-on" camera and a microphone for Siri voice...
Apple Watch is now eleven generations in, and packed with useful features that are easy to miss at first glance. To help you get more out of your new device, we've rounded up 15 practical tips you might not have discovered yet, including a few that long-time users often overlook.
Bounce Between Two Apps
On your Apple Watch, double-press the Digital Crown to see a deck of all currently...
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models at the same time, which is why we often get rumored features months ahead of launch. The iPhone 18 series is no different, and we already have a good idea of what to expect for the iPhone 18 Pro and iPhone 18 Pro Max.
One thing worth...
Apple is expected to launch a new foldable iPhone this year, based on multiple rumors and credible sources. The long-awaited device has been rumored for years now, but signs increasingly suggest that Apple will release its first foldable device in 2026.
Subscribe to the MacRumors YouTube channel for more videos.
Below, we've collated an updated set of key details that have been leaked about ...
Apple will announce its rumored low-cost MacBook at its event on March 4, with the device coming in a selection of bold color options, according to a known leaker.
Earlier this week, Apple announced a "special Apple Experience" for the media in New York, London, and Shanghai, taking place on March 4, 2026 at 9:00am ET.
Posting on Weibo, the leaker known as "Instant Digital" said that the...
