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A brand new report means that the iPhone 18 shall be getting no less than one new sensor, and that will probably be made by Samsung relatively than Sony.
If appropriate, it could signify an finish to Sony’s exclusivity on the contract for iPhone sensors …
Ming-Chi Kuo’s report doesn’t supply a lot element.
Samsung is predicted to start delivery 1/2.6-inch 48MP ultra-wide CMOS picture sensors (CIS) to Apple for iPhones as early as 2026, breaking Sony’s years-long monopoly on supplying CIS to Apple. To this finish, Samsung has established a devoted crew to serve Apple.
There’s no phrase on the principle and telephoto sensors, suggesting that these might proceed to be made by Sony, and no indication on the explanations for the change.
Essentially the most mundane clarification can be that Apple likes to make use of a number of suppliers for parts wherever potential, and that Samsung’s mannequin is only a like-for-like alternative. This offers resilience towards manufacturing points, and likewise places the corporate in a stronger negotiating place in relation to pricing, enjoying off one provider towards one other. This will likely simply be a primary step to splitting all digital camera orders between the 2 corporations.
However the extra thrilling implication right here is that Sony and Samsung received’t simply be competing on worth, but additionally on tech. It means each corporations are incentivized to seek out methods to enhance each efficiency and have set.
A report yesterday indicated that Apple is already planning a variable aperture lens for the iPhone 17, and probably has additional enhancements in thoughts. Having two corporations competing for its digital camera enterprise will nearly actually enhance the tempo of growth right here.
Picture: Apple
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