Apple's upcoming iPhone 16 Pro and iPhone 16 Pro Max are poised to offer a significant upgrade in their zoom capabilities.
A new report suggests that LG Innotek will initially be the sole supplier of the tetraprism lens, a key component for the 5x optical zoom feature first introduced in the iPhone 15 Pro Max.
Exclusive Supply of Tetraprism Lenses
LG Innotek, a prominent player in the tech manufacturing sector, has reportedly secured an exclusive contract with Apple to supply tetraprism lenses for the iPhone 16 Pro and iPhone 16 Pro Max.
According to a recent report by the South Korean digital news page, The Elec, LG Innotek will be responsible for over half of the initial stock of these lenses, which will be used in the production of Apple's latest high-end smartphones through the end of 2024.
Expanding Supplier Base to Reduce Costs
As the initial stock of the iPhone 16 Pro and iPhone 16 Pro Max is expected to sell out quickly, Apple plans to bring in additional suppliers-Foxconn and Cowell-to meet the ongoing demand. By diversifying its supplier base, the Cupertino giant aims to reduce production costs and ensure a steady supply of high-demand components.
This strategy of expanding suppliers is a common practice for Apple, allowing the company to leverage competitive pricing while maintaining the high quality of its products. However, it raises the question of why the tech titan did not engage all three suppliers from the outset.
One possible explanation is that Apple wanted to streamline initial production with a single, trusted supplier before expanding its partnerships.
Challenges in Production Yields
The decision to rely on LG Innotek as the primary supplier appears to stem from the company's ability to overcome production challenges that have troubled other manufacturers.
In December 2023, it was reported that several firms, including Sony, Jahwa, and LG Innotek, faced difficulties with production yields for the tetraprism lenses.
While LG Innotek managed to resolve these issues, it is unclear whether Sony and Jahwa have successfully overcome their challenges, according to Apple Insider. Despite this, Jahwa continues to produce components for folded zoom lens modules, indicating its ongoing role in Apple's supply chain.
Reliability of Supply Chain Insights
While The Elec is known for its reliable sources within the supply chain industry, it is important to approach its conclusions about Apple's plans with caution.
The publication has a mixed track record when it comes to predicting Apple's future strategies, as Apple Insider points out. However, the information provided about LG Innotek's exclusive contract and Apple's supplier expansion aligns with the tech giant's usual approach to managing its complex supply chain.
Meanwhile, Tech Times reported that a new rumor suggests a larger battery boost will come to the iPhone 16 Pro. From 4,44 mAh in the iPhone 15 Pro Max, the battery capacity for its successor will jump to 4,676 mAh.
