Apple industry analyst Ming-Chi Kuo says Apple is lining up new suppliers for camera lenses for its future iPhone lineups.
Kuo released a new report detailing his research on which lens suppliers Apple will use in the future.
We predict that Semco, the best Korean lens supplier, and Sunny Optical, the best Chinese lens supplier, will enter the Apple lens supply chain in 2H20 and 2021, respectively.
Currently, Genius Electronic Optical supplies lenses for Apple, that company will likely take a revenue hit when the new suppliers begin production.
Kuo believes that Semco will be providing a large percentage of new “periscope telephoto lenses” to Apple for the 2022 iPhone. Kuo has previously discussed Apple’s plans for a periscope lens with Genius Electronic Optical but things apparently have changed.
Periscope lenses are already in use in some smartphones and offer a way to provide much higher optical zoom in a smartphone-sized package.