iPhone 16 Series Stacked-CIS
In the ever-evolving world of smartphone technology, camera capabilities have become a key battleground for manufacturers vying to capture consumers’ attention. According to supply chain industry analyst Ming-Chi Kuo, some exciting developments are in store for iPhone enthusiasts and the broader smartphone market.
In 2023, Apple is set to release its highly anticipated iPhone 15 and iPhone 15 Plus models, boasting a significant upgrade in camera technology. Both models will feature a groundbreaking 48-megapixel rear camera with a stacked CMOS image sensor (CIS) design, promising to capture more light and deliver superior image quality.
Looking beyond the horizon, Kuo’s predictions extend to the iPhone 16 Series, slated for a 2024 release. Notably, the entire lineup is expected to adopt the stacked-CIS design, signaling Apple’s unwavering commitment to pushing the boundaries of smartphone photography.
However, the shift towards this advanced camera technology has not come without its challenges. Sony, a prominent supplier of high-end CIS, has faced capacity constraints. This limitation has paved the way for significant opportunities for another player in the market – Will Semiconductor (Will Semi).
As a result of Sony’s capacity constraints, Will Semi has been able to secure a growing number of orders for high-end CIS from Chinese smartphone brands. Kuo’s predictions suggest that this trend is set to continue well into 2024, as the two 2H24 iPhone 16 Pro models are also expected to embrace the stacked-designed CIS.
The success of Will Semi’s high-end CIS can be largely attributed to the popularity of specific models, including the OV50A, OV50E, OV50H, and OV64B, which have gained prominence and replaced many orders from Sony.
As the competition in the smartphone market intensifies, the camera’s role in driving consumer preferences cannot be overstated. With Apple leading the way with its iPhone 15 and iPhone 15 Plus models, featuring cutting-edge CIS technology, the stage is set for an exciting and transformative period in smartphone photography.
Moreover, Will Semi’s continued growth amid Sony’s capacity challenges highlights the dynamic and evolving nature of the supply chain landscape, where market players seize opportunities to thrive in a rapidly changing industry.
