Will Samsung Cameras Replace Sony in Future iPhones?

It is widely known that the iPhone series has consistently utilized Sony’s camera sensors. The latest iPhone 15 Pro Max is equipped with Sony’s IMX803 sensor, and rumors suggest that the iPhone 16 Pro Max will feature Sony’s IMX903 sensor, which employs dual-layer transistor technology and boasts 48 megapixels. However, according to a report by Wccftech, Samsung plans to expand its camera sensor business and has established a dedicated team to enter Apple’s supply chain.

The report cites a post by TF International Securities analyst Ming-Chi Kuo on the X platform, predicting that Samsung could provide a 1/2.6-inch, 48-megapixel ultra-wide camera sensor for the iPhone as early as 2026, potentially breaking Sony’s long-standing monopoly on iPhone CMOS sensors. To achieve this, Samsung has formed a specialized team to cater to Apple’s needs.

Wccftech believes that the rising production costs of smartphones necessitate companies like Apple to control costs promptly to avoid excessively high product prices that could affect sales. One cost-control strategy is to incorporate more companies into the supply chain. If Samsung successfully enters the iPhone supply chain, Apple will gain greater bargaining power over Sony. Consequently, Apple is likely to engage in multiple negotiations with Samsung to ensure the provision of camera sensors that match Sony’s quality.

Previously, there were rumors that the iPhone 16 Pro and iPhone 16 Pro Max would feature periscope telephoto lenses. Additionally, Apple has reportedly increased the order volume for the A18 series chips, with the expected shipment volume for the iPhone 16 series ranging between 90 million and 100 million units.