Barclays analysts Blayne Curtis and Tom O’Malley said in a research report shared with investors this week that most of the LiDAR sensors for Apple’s iPhone 15 Pro models will be provided by Sony.
"Most of the modules, VCSELs, receivers, and drivers in Apple's iPhone 15 Pro models are supplied by Sony, which is important for Lumentum Holdings (Lumentum) and Wenmao Semiconductor Co., Ltd. Bad news for both companies (WIN Semi)."
Apple began equipping its 2020 iPhone 12 Pro models with a LiDAR sensor that measures light distance and captures depth information, and the hardware is expected to remain exclusive to the iPhone 15 Pro models. An improved LiDAR scanner could benefit augmented reality apps, Night Mode photos, and camera autofocus.
Analyst Ming-Chi Kuo said in a previous tweet that Sony will replace Lumentum Holdings (Lumentum) and WIN Semi (WIN Semi) as Apple’s iPhone 15 Pro and iPhone 15 Pro Max flagships. Exclusive supplier of LiDAR sensors.
