iPhone 16 Pro Rumored to Boast 120mm Tetraprism Telephoto Camera

The upcoming iPhone 16 Pro is poised to set new standards with the integration of Apple's innovative tetraprism 120mm camera. 

According to insights from prominent Apple analyst Ming-Chi Kuo, this groundbreaking feature is expected to drive demand for the technology in 2024. 

This article explores the significance of the tetraprism lens, its impact on Apple's market position, and the broader implications for the smartphone industry.

Current Market Dynamics:

Kuo sheds light on the market dynamics, revealing that the estimated earnings per share (EPS) for Largan, the exclusive supplier of the tetraprism camera lens for the iPhone 15 Pro Max, differ significantly from market consensus. 

Despite challenges in production yield during 3Q23, Kuo's latest survey indicates a remarkable improvement, with the yield now exceeding 70%, rendering the tetraprism lens assembly not only profitable but also contributing to a surge in EPS during 4Q23.

Improved Tetraprism Lens Yield:

The article emphasizes the importance of advancements in the yield of the tetraprism lens assembly, attributing the rise in EPS to Largan's enhanced production capabilities.

With the yield surpassing 70%, the profitability of the tetraprism lens assembly becomes evident, marking a crucial development in the integration of cutting-edge camera technology in smartphones.

Apple's Strategic Move in 2024:

Looking ahead to 2024, Kuo anticipates that Apple will extend the integration of the tetraprism camera to its smaller pro models. 

This strategic move is projected to result in a remarkable 160% year-over-year growth in iPhones equipped with this advanced technology. 

The expansion of this feature to a broader range of models underscores Apple's commitment to pushing the boundaries of smartphone photography.

Global Periscope Camera Smartphone Shipments:

Kuo identifies Apple and HUAWEI as the two fastest-growing brands in global periscope camera smartphone shipments for 2024.

Largan, the primary supplier of periscope lenses for both Apple and HUAWEI, is expected to hold supply shares of 85–90% and 50–60%, respectively. 

The increased demand for periscope lenses, coupled with improved yields, is poised to contribute to profitability that exceeds market consensus.

Huawei's P70 Series and Kirin Chips:

The article delves into Kuo's observation that Huawei's upcoming P70 series, powered by its own Kirin chips, is expected to experience a remarkable 100% year-over-year shipment growth in 2024 compared to the P60 series in 2023.

This underscores Huawei's commitment to innovation and its ability to leverage in-house technology to drive growth in the competitive smartphone market.

Global Impact on Smartphone Photography:

As Apple and HUAWEI lead the charge in periscope camera technology, the article explores the broader impact on the smartphone industry.

The integration of advanced camera features not only enhances the capabilities of flagship devices but also sets a benchmark for competitors, fostering healthy competition and innovation in the realm of smartphone photography.

Verdict:

In conclusion, the forthcoming iPhone 16 Pro's incorporation of the tetraprism 120mm camera marks a significant milestone in smartphone camera technology. 

The positive market response to Largan's improved yield and the anticipated growth in periscope lens shipments for 2024 underscore the importance of continuous innovation in the fiercely competitive smartphone industry. 

As Apple and HUAWEI lead the way, the evolution of smartphone cameras is poised to redefine the standards for photography enthusiasts and casual users alike.