Sony has been the exclusive camera supplier for Apple’s iPhones for some time. This trend is expected to continue with the upcoming iPhone 16 series, with the top-tier iPhone 16 Pro Max featuring Sony’s advanced 48MP Exmor IMX903 sensor.
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 24, 2024
However, this dominance might be disrupted. Analyst Ming-Chi Kuo predicts that Samsung will enter Apple’s camera supply chain in 2026, offering 48MP cameras for the iPhone 18 lineup. This could break Sony’s hold on the market.
As smartphone component costs rise, Apple is seeking ways to reduce expenses without compromising product quality. Diversifying suppliers can increase bargaining power. While details about Samsung’s specific role are limited, the company is reportedly dedicated to this venture.
Apple will likely conduct rigorous testing to ensure Samsung’s cameras meet its stringent quality standards. If successful, Samsung could significantly challenge Sony’s market share.