The analysts also predict that Apple's upcoming iPhone 13 models will have a smaller notch and that LiDAR will be remain limited to Pro models.
For the coming iPhone 13 cycle in 2H21, we foresee a more tightly integrated version of the existing structured light system, which will enable the long awaited reduction in the notch. On the rear, we do not anticipate Apple to broaden the adoption of the Lidar 3D sensor beyond the Pro models.
For the 2H22 product cycle, we anticipate an architectural shift from structured light to time-of-flight, allowing for an even smaller footprint. Based on our industry conversations, we do not think structured light beneath the screen is likely to be ready for mass deployment in 2H22. We also view the adoption of fingerprint-under-glass, that likely is added in the 2H21 iPhones, as a structural headwind for additional 3D sensing content at Apple and could be the security feature of the future.
Notably, this appears to line up with a recent prediction from analyst Ming-Chi Kuo who said that Apple could ditch the notch for a hole-punch design in 2022.
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