Analyst Ming-Chi Kuo says that Apple is switching suppliers for its Face ID components in the 2023 iPhone, reportedly because it improves the performance and power consumption.Currently, Kuo says that the combination of Lumentum’s design work and Win Semi’s production means their Face ID components are in 50% of the iPhone 14 series. He reports that Apple is switching to Sony, and the previous companies’ share will decrease to between 30% and 40% with the iPhone 15 range.Kuo believes that Sony offers “technological advantages,” and specifically the firm can ” reduce power consumption (beneficial for battery life) or provide better ToF performance under same power consumption (beneficial for camera & potential AR applications).” Read more…
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