TF International Securities analyst Ming-Chi Kuo has released a new research note, seen by MacRumors, detailing his expectations for next year’s iPhone lineup, expected to be called ” iPhone 13 “, includes several positive shipment predictions based on a number of factors.
According to Kuo, the iPhone 13 will be the same 4 sizes as this year’s iPhone 12, but with some major improvements in camera technology. Specifically, Kuo said the Ultra Wide camera on the two high-end models will be significantly upgraded to f / 1.8, 6P (six-element lens) with autofocus. All current iPhone 12 models come equipped with an f / 2.4, 5P Ultra Wide camera (five-element lens) with fixed focal length.
Looking further ahead, Kuo said he also hopes all new 2022 iPhones (temporarily referred to as iPhone 14 series) will come with the same improved Ultra Wide camera with f / 1.8, 6P and autofocus. strokes. Kuo says that Largan has the potential to be a major supplier of voice coil (VCM) motors for the improved Ultra Wide cameras. It is expected that Largan will receive about 70% of VCM orders for the iPhone 13 thanks to the advantage of vertical integration between the lens manufacturing and VCM, compared with 50% of the ultra-wide angle lens iPhone 12 series.
Kuo believes iPhone 13 shipments will increase YoY and deliver a positive outlook for the supply chain due to a number of factors, including stronger 5G infrastructure in 2H21, returning to the Traditional time in September for mass production of the iPhone and discounts and the aforementioned key camera improvements for the iPhone 13.
Rumors about the iPhone 13 from other sources have been gone, though the notch on Apple’s 2021 “2021iPhone 13” lineup may be smaller, according to a source. Screen analyst Ross Young has also claimed the 2021 devices will be the same size as the iPhone 12 models and will have a ProMotion display that supports 120Hz, an improved camera sensor and 5G connectivity under 6GHz.