Tianfeng International analyst Ming-Chi Kuo said today that Apple’s new iPhone 16 series in the second half of 2024 may be equipped with only one (the highest-end model) with a periscopic lens, lower than the two expected by the market, lens upgrade demand is lower than expected by the market, unfavorable Dali Light and Jade Crystal Light.
According to Ming-Chi Kuo, as previously predicted, the highest-end iPhone 15 series models (iPhone 15 Pro Max or 15 Ultra) will feature a periscopic lens in the second half of this year, and the market expects the periscopic lens to be adopted by more iPhone models, which will be key to driving demand for lens upgrades in 2023-2024.
A new survey by Ming-Chi Kuo points out that only one of the iPhone 16 series/top models may still be equipped with a periscopic lens in the second half of 2024, so the contribution of periscopic lenses to lens upgrade demand may be lower than the market consensus.
According to previous reports, Apple will use periscopic lens technology on the larger iPhone 15 Pro Max this year, likely due to hardware space constraints. Keeping the periscope lens exclusive to the iPhone 16 Pro Max would break with Apple’s tradition of typically introducing new features as exclusive to one iPhone and then expanding to other iPhone models when the next generation of devices is released.
Currently, Apple competitors like Samsung already use periscope lens technology, and iPhone 15 Pro Max may support 6x optical zoom, an improvement over the 3x optical zoom currently available on iPhone 14 Pro models.
