Apple to source camera modules from Samsung for iPhone 16 series, ends Sony exclusivity

After a long history of exclusively using Sony sensors for its iPhone camera modules, Apple is reportedly conducting final quality tests on some sensors from Samsung for the iPhone 16 range.

This potential shift is significant for Apple, a company that has previously considered developing its own camera sensor designs but has relied solely on Sony’s CMOS image sensors (CIS) until now.

The need fot the transition stems from recent supply chain challenges. According to The Elec, Apple encountered substantial delays from Sony in providing image sensors for the iPhone 15 range.

These delays were significant enough that they disrupted Apple’s product launch schedule in late 2023. In response, Apple asked Samsung to begin developing a CIS, hoping to avoid similar issues in the future.

Apple’s decision to explore alternatives comes amid concerns over a potential shortage of image sensors for the iPhone 16 range. This worry is exacerbated by the introduction of new technology for the forthcoming models.

The current CIS systems use two wafers, with the photodiode and transistors sharing one. The new system, however, will feature three separate wafers, which is expected to reduce noise in images and allow for smaller pixels, thereby enhancing image quality.

Using Samsung’s CIS aims to ensure a sufficient supply of image sensors to meet the anticipated increase in iPhone 16 orders.

Samsung’s sensors are currently undergoing Apple’s final quality tests. If these sensors meet Apple’s standards, it would mark the end of Sony’s exclusive role as the supplier of image sensors for the iPhone.

This shift also reflects a broader strategy by Apple to diversify its supply chain. Recently, Sony lost its exclusive status as the provider of screens for the Apple Vision Pro, reportedly because it refused to increase production capacity.

These changes underscore Apple’s efforts to mitigate risks associated with relying on a single supplier for critical components.

The Elec, known for its reliable insights into supply chain issues, reports that Samsung’s CIS is nearing the final stages of Apple’s quality approval process. If Samsung’s sensors pass these tests, it will signify a major development in Apple’s supplier strategy, ensuring a more robust and flexible supply chain for its future products.

Apple’s exploration of new suppliers is not limited to Samsung. The company is reportedly seeking similar partnerships with other tech giants like Google and AI startup Anthropic, as part of its broader push into AI technology.

In China, Apple is looking into potential agreements with local companies approved for their AI and language model technologies. Potential partners include Alibaba and Baidu, as Apple plans to expand the availability of its AI features in this market.

The AI features previewed at WWDC will initially be available only in US English later in 2024. The international rollout of Apple Intelligence will take more time, as Apple needs to navigate various local regulations and address concerns from EU regulators to ensure compliance.

Apple’s potential shift to Samsung for iPhone image sensors highlights the company’s proactive approach to addressing supply chain challenges and ensuring the timely launch of its products.

This strategic move not only secures Apple’s supply of critical components but also positions it to leverage advanced technologies for improved camera performance in its upcoming iPhone models.

As Apple continues to innovate and expand its technological capabilities, the diversification of its supply chain will play a crucial role in maintaining its competitive edge in the market.