Ming-Chi Kuo reveals Apple iPhone 16-19 series camera roadmap: Quad prism becomes popular, Crystal Optoelectronics becomes the biggest winner

On July 11, well-known analyst Ming-Chi Kuo released a detailed investment briefing today, revealing Apple’s major expansion plans for the iPhone 16
Pro camera system. According to Ming-Chi Kuo, Apple will give the two flagship models of the iPhone 16 Pro and Pro Max the same 5x optical zoom capabilities as the iPhone 15 Pro
Max. This improvement is due to the built-in 12MP four-prism periscope lens. This move not only consolidates Apple's leading position in the high-end imaging market, but also further promotes the performance growth of supply chain partners such as Crystal Optoelectronics. Ming-Chi Kuo specifically pointed out in the briefing that widespread concerns in the market that Apple may use plastic prisms instead of glass prisms are not valid. The results of his latest supply chain investigation show that Apple will continue to use glass prisms in its iPhone product line in the next few years to ensure the optical performance and durability of the camera.

1. Specific to the iPhone 16 series, Ming-Chi Kuo expects the market penetration rate of quadruple prism cameras to increase significantly from 35% to 40% for the iPhone 15 series to 60% to 65% for the iPhone 16 series.

2. Looking to the future, Ming-Chi Kuo also revealed the camera system upgrade plan for iPhone 17 and iPhone 18. He predicted that the high-end iPhone 17 models will be equipped with an upgraded quadruple reflection prism camera, and the key specifications will achieve a qualitative leap, from the iPhone 16's 1/3.1-inch 12-megapixel CIS to 1/2.6-inch 48-megapixel CIS.
3. For the more recent iPhone 19, Ming-Chi Kuo predicts that the quadruple reflective prism camera will receive a more significant specification upgrade, and its optical zoom magnification will be further improved.

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