coursesfromhome might earn affiliate commissions on purchases made via hyperlinks on our website.
Now, Kuo mentioned, the mix of Lumentum’s design work and Win Semi’s merchandise signifies that the Face ID part is included in 50% of the iPhone 14 sequence. He experiences that Apple is switching to Sony, and with the iPhone 15 sequence, the earlier firm’s share he’ll drop from 30% to 40%.
Kuo believes Sony provides “technical benefits”, particularly “diminished energy consumption (helpful for battery life) or higher ToF efficiency for a similar energy consumption. We will supply it (helpful for cameras and potential AR purposes).”
Kuo did not point out this, but when the advance is critical, capability constraints alone could possibly be holding again Sony’s market share enlargement. Kuo predicts that sooner or later Sony will “probably proceed to obtain orders for his Lumentum/Win Semi from clients of different manufacturers.”
Sony will exchange Lumentum (design) / Win Semi (manufacturing) because the unique ToF VCSEL provider for the iPhone 15 Professional and Professional Max. Lumentum/Win Semi will face long-term structural dangers within the VCSEL market.
— (Ming-Chi Kuo) (@mingchikuo) February 24, 2023
The information that Apple has modified suppliers for iPhone 15 Professional elements comes as Kuo additionally predicts a reorganization of suppliers for the Apple MR headset.