10 months ago
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Ming-Chi Kuo has backed his earlier report that Apple will put a quad-reflective zoom camera in next year's smaller iPhone 16 Pro. Per his report, Largan will be the sole supplier of the quad-reflective camera for Apple and it has managed to increase its 3Q23 production yield from 40% to 70%.
The increase will make the lens assembly business profitable in 2024 and will also ensure that Apple's Pro lineup is equally capable. Shipments of iPhones equipped with a quad-reflective camera are expected to grow by about 160%, yearly.
Kuo also hints that Huawei will be a big client for Largan's zoom cameras in 2024, naming it the other fastest-growing brand in periscope demand alongside Apple.
His report says the P70, P70 Pro, and P70 Art models will be mass-produced in the first half of 2024 and will have periscope cameras and in-house Kirin chips. Kuo notes that the P70 series will see 100% growth in shipments year over year compared to the P60.
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