The VCM makers mainly deliver shipments for Android handsets in the first half of the year, but such shipments are expected to be surpassed by those for iPhones in the second half, given that all new iPhones will feature the sensor-shift OIS (optical image stabilization) function, the sources said, adding that the makers have been told to raise capacity by 30-40% to meet strong demand for iPhones.
Currently, only the iPhone 12 Pro Max features sensor-shift OIS technology. Voice coil motors (VCMs) for the iPhone's camera modules are supplied by Japan's Mitsumi and Alps. According to the site, the former has significantly increased contract production orders to Audix, Zhonglan Electronic Technology, JCT Electronics and GYZ Electronic Technology.
More details in the full report linked below. Click here for a closer look at the rumored design of the iPhone 13.