Apple reportedly plans to introduce a quadruple reflective prism design in next year's iPhone 16 Pro models, and the big winner in the ** chain of this technology is likely to be LG Innotek. At present, quadruple reflective prisms are mainly composed of LG Innotek and Jiahua Electronics**, with the former accounting for 60-70% and the latter accounting for 30-40%. During the mass production of the iPhone 15 Pro Max this year, Apple judged that LG Innotek had a higher yield and that the quadruple reflective prism produced was more stable than that of Jahwa Electronics. As a result, Apple has decided to increase the share of LG Innotek in next year's orders.
However, Jiahua Electronics will not be completely excluded from the ** chain. Apple asked Jahwa to increase production capacity to meet the iPhone 16 and subsequent product changes. Jahwa Electronics invested 191 billion won (1.) in new facilities from April last year to March this year$4.6 billion), which is currently advancing ball-guided actuator technology, which is expected to outperform Apple's existing spring-loaded actuators in terms of drive speed, precision, and battery consumption.
LG Innotek's next big move has also been announced. LG Innotek plans to officially unveil its ultra-compact optical zoom camera module at the 2023 Consumer Electronics Show (CES). This camera module is an ultra-compact module that enables telephoto camera functions in smartphones, enabling a mirrorless camera's zoom lens mechanism on smartphones to achieve sharper images in the 85-125mm focal length range, and ** without degrading image quality when recording. To ensure sharp images in this focal range, LG Innotek has developed zoom actuators that provide crisp image quality in all ranges from 4x to 9x magnification.
Some analysts believe that Apple's introduction of a quadruple reflective prism design and an ultra-compact optical zoom camera module may be to further improve the iPhone's camera performance. Behind this is the in-depth cooperation and technological innovation between Apple and the first chain enterprises. Under Apple's strict requirements, **chain enterprises need to continuously improve technology research and development and production capacity to meet Apple's needs. At the same time, the first chain enterprises also need to invest heavily in technological innovation and capacity improvement.
Apple's first-chain enterprises need to maintain a leading position in market competition while continuously improving their technology research and development and production capacity. The introduction of quadruple reflective prism technology and ultra-compact optical zoom camera module will bring more business opportunities and challenges to Apple and the first chain enterprises.