Samsung Electro-Mecahnics seem set to become of supplier of lens for the cameras on Apple’s iPhones beginning in the second half of 2020, people familiar with the matter told TheElec on Thursday.
The South Korean component maker is already a supplier of rigid flexible printed circuit boards (RFPCB) and multi layer ceramic capacitors (MLCC) for the OLED panels on iPhones to Cupertino.
Samsung Electro-Mechanics will likely supply lens for already released iPhone models first rather than the new iPhone 12.
Apple analyst Ming-Chi Kuo said on Wednesday that the Korean firm and China’s Sunny Optical will enter Apple’s supply chain for lens. Kuo predicts that Samsung would began supplying the second half of this year and Sunny in the first half of 2021.
Kuo believes Samsung will supply the 6P lens for the iPhone 12 series. The South Korean company will supply 5 to 7P lens next year and supply telephoto lens and voice coil motors (VCM) for Apple in 2022, the analysts said.
Samsung Electro-Mechanic’s ball type design for the VCM used in folded zoom was technologically superior to the previous spring type VCM, he said. Apple can reduce the risk to its lens supply, save cost and develop new technology by using Samsung’s good, Kuo added.
Apple has been reviewing multiple ways to improve the telephoto features on its smartphone cameras, people knowledgeable on the matter in the South Korean component companies told TheElec.
The company and LG InnoTek’s patent dispute with Israel-based CorePhotonics also revolves around telephoto technology. CorePhotonics, which was acquired by Samsung Electronics last year, is known to have many patents in telephoto technology such as folded zoom.
Samsung Electro-Mechanics have supplied its fold zoom lens to China’s Oppo last year and to sister firm Samsung Electronics this year.