LG to Supply Apple with Dual Cameras - Analysts
According to the latest report from the analyst Chris Chang, Apple may be thinking about changing the manufacturer of dual lens cameras for the widely-rumored 5.5-inch iPhone 7 Plus. Earlier rumors suggested that Sony was the main manufacturer of photo sensors, however, because of major production problems the company may lose its rights to LG Innotek. The latter one is reportedly ready to produce enough camera modules to catch up with the estimated demand for the updated iPhone. It would be easier to talk about Apple intentions if the company revealed its plans, but unfortunately the tech giant remains silent.
We think Sony may not be able to deliver its full share of dual cameras to Apple due to: (1) lower-than-expected yield, and (2) damage to its production facility from the April earthquake in Kumamoto. As a result, we think LGI will gain majority share of the initial dual camera orders from Apple;
Apart from other things, the analysts believe Apple will add an optical image stabilization system to the smaller 4.7-inch iPhone 7. In case you don't know, currently only the larger model has an OIS system on board.
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