Thursday, May 26, 2016

Rumor: Sony & LG Innotek to Supply Dual Camera Module for iPhone 7

Barron's quotes Nomura Securities and Citi Research saying that all the new 5.5″ iPhones 7 coming this fall will have dual cameras. Nomura’s Chris Chang thinks Sony is now behind schedule, which means that Apple will have to go to LG Innotek for assembly:

"We think Sony may not be able to deliver its full share of dual cameras to Apple due to: (1) lower-than-expected yield, and (2) damage to its production facility from the April earthquake in Kumamoto. As a result, we think LGI will gain majority share of the initial dual camera orders from Apple...

We expect a sharp increase in camera module ASP from 2H16F as we think: 1) dual camera module is likely to command 2.5x ASP premium vs. single-cam, and 2) OIS (optical image stabilisation) will also be equipped in the new 4.7” iPhones – currently only the 5.5” model has OIS.

1 comment:

  1. Right, Citi Research. Same guys who thought Magnachip would own the world. First off, it's the Lynx designed cam array and it will be in the 7s, not the 7. This has already been confirmed by multiple sources.


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