Apple 2024 iPhone 16 lineup will adopt a stacked rear camera sensor design across the lineup, says Apple industry analyst Ming-Chi Kuo. This year’s standard iPhone 15 models are also expected to adopt a similar design.
Following two 2H23 iPhone 15 standard models, two 2H24 iPhone 16 Pro models will also adopt stacked-designed CIS, so Sony’s high-end CIS capacity will continue to be tight in 2024, benefinting Will Semi to continue to obtain more orders for high-end CIS from Chinese smartphone brands (design- in & design-win).
This year’s lower-end iPhone 15 and iPhone 15 Plus models are expected to feature a 48-megapixel rear camera lens with a stacked CMOS image sensor (CIS) design that can capture more light.
Production yield issues of the new sensor design have likely prevented Apple from adopting it across all iPhone 15 models this year. Supplies of Sony’s high-end CIS capacity are expected to remain tight through the end of 2024, Apple has secured most of Sony’s orders ahead of time.
Rival supplier Will Semi is expected to benefit from Sony’s production issues, obtaining more orders for high-end CIS from Chinese smartphone brands as a result.
Rumors indicate that the iPhone 16 Pro Max will use a 48-megapixel wide-angle camera featuring an eight-part hybrid lens with two glass elements and six plastic elements, along with improvements for the telephoto and ultra-wide camera lenses.
