Ming-Chi Kuo: It is expected that only one of the highest-end models of the Apple iPhone 16 series will be equipped with a periscope lens

According to news from IT House on February 1, Tianfeng International analyst Ming-Chi Kuo said today that Apple’s new models in the second half of 2024 The iPhone 16 series may only have one (the highest-end model) with a periscope lenstwo models that are lower than market expectations, and the demand for lens upgrades is lower than market expectations, which is not good for Largan and Yujingguang.

Ming-Chi Kuo pointed out that, as previously predicted, in the second half of this yearThe highest-end iPhone 15 series models (iPhone 15 Pro Max or 15 Ultra) will have periscope lensesthe market expects that periscope lenses will be adopted with more iPhone models, which will become the key to driving up the demand for lens upgrades in 2023-2024.

IT Home learned that Guo Minghao’s new survey pointed out that in the second half of 2024, the iPhone 16 series may still only have one / the highest-end model will be equipped with a periscope lens, soPeriscope lenses may contribute less than market consensus to lens upgrade demand.

According to previous reports, Apple will apply periscope lens technology to the larger iPhone 15 Pro Max this year, possibly 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 device is released.

At present, Apple competitors such as Samsung have used periscope lens technology, while iPhone 15 Pro Max may support 6x optical zoomwhich is an improvement over the current 3x optical zoom of the iPhone 14 Pro models.