Apple Camera supply chain (CY21)

 As the production volume of the iPhone increases continuously in CY21, 

the supply chaine of camera parts seems to be changing drastically.

 Specially for O-Film(Chinese supplier), has dropped out from the supplier, and FXC's share will be increased / new supplier (SEMCO · MCNEX) seems to be selected as a candidate instead of O-Film.

 There is also high possibility about the Periscope (folded) zoom camera module from the iPhone 14 (tentative name) from CY22. (NOT this year)

 For the Periscope zoom, SEMCO (or precisely Samsung LSI division) who has related patents might join to Apple module company.

1. CIS & ToF sensor : SONY

      Sony's CIS sensors & dToF sensors are continuously supply to iPhone series. Samsung CIS supply rumors is still unlikely.

2. Lidar VCSEL : Lumentum

      II-VI from CY21?? still need to check... 

3. Lens : Largan, Genius, Kantatsu, SEMCO(from CY20?)

     SEMCO started supply from last year for iPhone 12 6P lens(about 10% M/S) 

     Sunny optics might supply for iPad, iMac's 5P lens

4. Camera Module : LG Innotek, Sharp, O-Film, Foxconn, Cowell(Luxvision)

     LG Innotek : for High-end camera module 

     O-Film :  US-China friction - suspension of trade due to human rights issues

     SEMCO, MCnex, Jahwa  :

      -High possibility of entering Apple's supply chain for Periscope module from CY2022
      -It seems they already submitted camera module samples to Apple as replacements of O-Film