Renowned analyst predicts that the iPhone 18 will have a variable aperture camera
Ming-Chi Kuo, an industry analyst well-versed in Apple-related leaks, has predicted that the iPhone 18 (tentative name), scheduled for release in 2026, will have a significantly upgraded main camera and will be the first iPhone to feature a camera with a variable aperture mechanism.
Sunny Optical to Benefit Significantly from Apple's Optical Order Growth and Spec Upgrades Over Next Two Years | by Ming-Chi Kuo | Nov, 2024 | Medium
Kuo: iPhone 18 Pro to feature upgraded main camera with variable aperture - 9to5Mac
https://9to5mac.com/2024/11/08/iphone-18-main-camera-aperture/
iPhone 18 Pro will gain a variable aperture wide-angle lens
https://appleinsider.com/articles/24/11/08/iphone-18-pro-rumored-to-gain-a-variable-aperture-wide-angle-lens
Sunny Optical , a Chinese optical equipment manufacturer, is one of the suppliers of camera lenses used in Apple's iPhones. Sunny Optical's supply of lenses to Apple is expected to gradually increase from the second half of 2024, which will increase the company's market share of smartphone camera lenses to about 5% in 2024.
Apple is rumored to release the ultra-thin 'iPhone 17 Air' in 2025, and Apple Intelligence, a personal AI, is expected to mature in 2025, so iPhone shipments in 2025 are estimated to increase by about 5% year-on-year to $230 million (about 35 billion yen). As a result, Sunny Optical's market share is expected to increase further.
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In addition, it is expected that the M5-equipped MacBook Pro will be released in 2025, which will be equipped with a camera module. Kuo predicts that this camera module will also be supplied by Sunny Optical. In addition, since Sunny Optical is a primary camera module supplier for Android smartphones, Kuo wrote that 'it can meet Apple's strict requirements.'
By supplying camera modules to the MacBook Pro, Sunny Optical's revenue will increase between 2025 and 2026, and it will be able to provide camera modules for iPads and iPhones as well, 'providing Sunny Optical with a new growth engine,' Kuo wrote.
In addition, Kuo said that the high-end model of the iPhone 18 to be released in 2026 will upgrade the wide-angle camera to a variable aperture camera. This is expected to significantly improve the user's photography experience. According to Kuo's research, Sunny Optical will be Apple's main supplier of shutters and the second supplier of variable aperture lenses. Sunny Optical has experience designing and manufacturing variable aperture cameras for Android smartphones.
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