Today, Ming-Chi Kuo released the latest research report. The iPhone 13 will feature several significant specification upgrades, with the ultra-wide camera upgrade on two high-end models predicted to be one of the most crucial changes.
The iPhone 12 series features an ultra-wide-angle lens with an f/2.4 aperture, a 5P lens, and fixed focus (FF). Ming-Chi Kuo predicts that the new iPhone in the second half of 2021 will continue to offer the four-model lineup configuration of the iPhone 12 series. The ultra-wide-angle lenses of the two high-end models will receive a significant upgrade to an f/1.8 aperture, a 6P lens, and autofocus support.
It is believed that, thanks to a significant upgrade to the ultra-wide-angle camera, the high-end iPhone launched in the second half of 2021 will offer a better photography experience. In addition, Ming-Chi Kuo predicts that all new iPhones released in the second half of 2022 (the iPhone 14 series) will feature an ultra-wide-angle lens with an F/1.8 aperture, a 6P lens, and autofocus.
In addition, the report stated that Largan Precision is expected to become the new supplier of voice coil motors (VCM) for the iPhone starting in 2021. As ultra-wide-angle lenses undergo a significant upgrade, Largan Precision has become the biggest winner.
It is expected that Largan Precision will have vertical integration advantages in lens production and in the voice coil motor (VCM) field. It will obtain about 70% of the orders for the upgraded 6P ultra-wide lens for the new high-end iPhone 2H21 (vs. 50% of the iPhone 12 series ultra-wide-angle lens)