June 24, 2024
Both iPhone 16 Pro and iPhone 16 Pro Max to Get Tetraprism Camera [Kuo]

Both iPhone 16 Pro and iPhone 16 Pro Max to Get Tetraprism Camera [Kuo]

Posted November 21, 2023 at 3:40pm by iClarified
Apple is planning to equip both the iPhone 16 Pro and iPhone 16 Pro Max with a tetraprism (periscope) camera lens, according to a new report from TF International Securities analyst Ming-Chi Kuo.

In a late night post, Kuo says that Largan, the main supplier of these lenses, has made significant improvements in the yield of the tetraprism lens assembly for the iPhone 15 Pro Max.

Largan is the exclusive supplier of the tetraprism (periscope) camera lens for the iPhone 15 Pro Max. Apple's urgent spec upgrades led to a production yield of only about 40% in 3Q23, resulting in negative gross margins and dragging down 3Q23 EPS. However, my latest survey indicates that Largan has now improved the yield to 70% or more significantly, making the tetraprism lens assembly profitable and materially accretive to EPS in 4Q23.

Kuo expects Apple will bring the tetraprism camera to the iPhone 16 Pro model in 2024, but leave it exclusive to the Pro models. This will lead to 160% YoY growth in iPhones that have the camera next year.

Largan is expected to provide Apple with 85-90% of its periscope lenses and Huawei with 50-60% of its periscope lenses in 2024. During this period, total orders are said to increase 130%, resulting in higher profitability than current market consensus.

Other improvements rumored for the iPhone 16 Pro include a new graphene thermal system which will help with overheating issues. As part of this change, Apple is purportedly switching to a new batter with a metal shell. Check out that here.

You can download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for iPhone 16 updates.

Both iPhone 16 Pro and iPhone 16 Pro Max to Get Tetraprism Camera [Kuo]
Add Comment
Would you like to be notified when someone replies or adds a new comment?
Yes (All Threads)
Yes (This Thread Only)
iClarified Icon
Would you like to be notified when we post a new Apple news article or tutorial?
Comments (1)
You must login or register to add a comment...
LeoNyx86 - November 23, 2023 at 9:28pm
I wish it could support a pc mode. Like mini-pc and work with keyboard and monitor. And use cloud computing to extend its capabilities.
Recent. Read the latest Apple News.
Tutorials. Help is here.
Where to Download macOS Monterey
Where to Download macOS Ventura
AppleTV Firmware Download Locations
Where To Download iPad Firmware Files From
Where To Download iPhone Firmware Files From
Deals. Save on Apple devices and accessories.