Apple Won't Restrict Periscope Lens To Just The Top-Tier iPhone 16 Pro Max Thanks To A New Breakthrough
Portfolio Pulse from Benzinga Neuro
Analyst Ming-chi Kuo predicts that Apple Inc. (AAPL) will include a periscope lens in the iPhone 16 Pro model, not just the Pro Max, due to improved manufacturing yields by Largan. This marks a strategy shift for Apple, potentially making high-end camera features more accessible. Largan's increased yields, now at 70%, make the lens assembly more cost-effective, supporting a projected 160% YoY growth in iPhones with this camera in 2024. The prediction is based on solid yield rate data, but the inclusion in the iPhone 16 Pro remains speculative.

November 21, 2023 | 1:27 pm
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POSITIVE IMPACT
Apple's potential inclusion of a periscope lens in the iPhone 16 Pro could attract consumers seeking advanced camera features without needing the Pro Max model, possibly boosting sales.
The news indicates a strategic shift for Apple, making advanced camera features available in a non-Pro Max model, which could appeal to a broader consumer base and drive sales. The confidence score reflects the speculative nature of the inclusion, but the importance and relevance are high due to the potential impact on consumer choice and sales.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80