Because it ramps as much as ship the “iPhone 13” within the fall, Apple’s key digicam part orders are increasing, and are anticipated to eclipse the whole Android smartphone market’s consumption.
As Apple prepares its next iPhone, nearly actually for a September launch, part producers are reporting elevated orders. Firms in Taiwan are reportedly making ready to extend their manufacturing capacities to fulfill Apple’s orders.
VCMs are used to supply improved focus management, as they use magnets to supply precision motion of a digicam module’s completely different components. The expertise has beforehand been predicted to be utilized in a future iPhone’s “periscope” lens, presumably in 2022.
Digitimes sources say that VCMs can even be a part of an improved Face ID sensor system. To satisfy Apple’s anticipated orders, companies are planning to extend their capability by between 30% and 40%.
The sources additionally estimate that this amount will imply VCM shipments to Apple will attain the identical degree as are anticipated for the whole vary of Android producers.
Observe that Digitimes as an entire has a robust fame for the accuracy of its sources inside the provide chain. On the similar time, it additionally has a particularly poor one for its evaluation and conclusions from the data it receives.
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