In 2020, triple camera modules surpassed dual camera modules, driving the growth of smartphone camera module shipments. It's expected that annual shipments of smartphone camera modules could reach 4.92 billion units this year, up 2% YoY.
Although the iPhone has only had a rear triple camera assembly for a couple years, it has featured a rear 12MP camera since the iPhone 6s. That could change this year.
Although camera shipment growth has slowed, camera resolution continues to improve. Taking primary cameras as an example, the current mainstream design is 13-48 million pixels, accounting for more than 50% of cameras in 2021. In second place are products featuring 49-64 million pixels which accounted for more than 20% of cameras last year with penetration rate expected to increase to 23% in 2022. The third highest portion is 12 million pixel products, currently dominated by the iPhone and Samsung's flagship series. However, a 48 million pixel primary camera is expected to be introduced to the iPhone 14 Pro series (tentative name) that Apple will release this year, further reducing 12 million pixel products to a 15% share in 2022.
Notably, analyst Ming-Chi Kuo has also predicted a 48MP for the iPhone 14 Pro. He says the camera will record 8K video and create videos and images "more suitable for AR/MR devices" that will "enhance the AR/MR user experience." He's also said that the smartphone could support both 48MP and 12MP output, perhaps using pixel binning.
Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for updates.