A research report published by a distinguished TF Securities analyst this evening stated that Apple’s iPhone will adopt a “periscope telephoto lens” in 2023. Ming-Chi Kuo.
Guo did not elaborate, but we have heard of it Previous rumors About Apple Working on the periscope, Which will greatly improve the optical zoom function.Guo Hong previously stated that he expects Apple to adopt a periscope lens in 2022 iPhone Model, but he now seems to be able to achieve it until 2023.
Existing smart phones have already adopted periscope lens technology. Huawei’s P30 Pro can achieve 5x optical zoom, while the iPhone with a periscope could have a similar function. The current iPhone can reach up to 2.5x optical zoom and 12x digital zoom, but the better zoom function allows Apple’s iPhone to compete with smartphones that focus on the zoom function. For example, Samsung’s latest smartphone has a 100x zoom function, which is unmatched by Apple’s current iPhone.
In addition to the prediction of periscope lens technology in 2023, Kuo also shared details of the iPhone in 2021 and 2022.
Kuo believes that for the 2021 iPhone, Apple will use a new Face ID transmitter made of plastic instead of glass, thanks to improved coating technology. It is not clear whether this will bring end-user benefits to iPhone owners, or just means reducing Apple’s production costs.
In the past, it was generally believed that the reason why the Tx lens must be made of glass was to avoid deformation caused by the heat generated by the operation of the VCSEL. Our latest investigation shows that, thanks to improved coating technology, the Face ID TX lenses of the new 2H21 iPhone will be made of plastic instead of glass. The suppliers of Tx plastic lenses are Largan and Genius, and Largan is the main beneficiary of this material. Changes due to its higher supply share.
Guo Ming says that the high-end iPhone released in 2021 will also be equipped with an upgraded telephoto lens, and Apple will upgrade from a 5-element lens to a 6-element lens.
Guo said that the improvement of the rear camera of the high-end iPhone in 2022 will focus on the telephoto lens, and Apple will upgrade the 6 lenses from iPhone 14 to 7 lenses.
It is expected that the “iPhone” model released in 2022 will also adopt a new “integrated lens design.” Guo Ming said that Apple will use it to reduce the size of the front camera module.
In order to reduce the size of the front camera module, we expect the new iPhone to adopt an integrated lens design as early as 2H22. This design requires lens and VCM [voice coil motor] It must be assembled before shipping to CCM. Since Largan will start selling iPhone VCM for the new iPhone in 2H21, we believe that if Apple adopts an all-in-one lens design in the future, then the new VCM supplier Largan can integrate the production advantages of lens design and benefit from this new trend.
Mr. Guo said before He believes In 2022, the iPhone model will change from the notch style previously used by some Android phones to a punch-hole style. Apple is expected to use this design in the high-end iPhone launched in 2022, but if the output is high enough, all 2022 iPhones can use the same punch-hole design.
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