The latest processor chip will be exclusive to iPhone high-end models in the future, so a high shipment proportion of iPhone high-end models will be the norm, favoring high-end camera component suppliers.
Kuo expects Apple's new A16 processor to be exclusive to the two iPhone 14 Pro models, significantly boosting the shipment proportion of the new high-end iPhone models in 2H22 to 55-60% (vs. 40–50% in the past).
"The marked increase in the shipment proportion of iPhone 14 high-end models benefits the major high-end component suppliers of the rear camera, including Sony (CIS), Largan (lens), Alps (VCM/OIS), and LG Innotek (CCM)," says Kuo.
More details in the full report linked below. Apple is expected to unveil its next generation iPhone 14 this fall. Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for updates.