Japanese electronics producer Sharp will not be a part of Apple’s camera development for the 2024 iPhone 16 lineup, according to a report from The Elec.
While LG Innotek is the primary supplier for Apple’s iPhone camera modules, Sharp’s number two position has been in jeopardy since 2021’s lockdowns in Vietnam halted production. LG Innotek currently supplies around 70% of Apple’s camera modules and is also the leader in time of flight sensor production, which is vital for features like Face ID and LiDAR.
Apple will continue to source camera modules from Foxconn and Cowell, who reliable Apple analyst Ming-Chi Kuo recently reported would produce the 12-camera array for Apple’s headset and currently produce front-facing iPhone cameras. They will join LG Innotek, who is set to be the leading supplier of the iPhone 15 Pro Max folded periscope camera this year. LG Innotek has been snowballing, with revenue doubling from $7.1 billion to $14.7 billion from 2020 to 2022, and removing Sharp from the supply chain will help secure its position.
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The iPhone 15 Pro Max with Apple’s first periscope zoom camera is expected to debut in September 2023. By 2024, when Apple reportedly plans to bring the periscope camera modules to the iPhone 16 Pro and iPhone 16 Pro Max, Cowell may be in a position to expand production to main cameras, time of flight sensors and folding cameras alongside LG Innotek and Foxonn.
Apple is expected to introduce the iPhone 15 lineup with an updated design with curved edges, Dynamic Island coming to all iPhone 15 generation models, and a titanium chassis, and thinner display bezels on the iPhone Pro models.
