TF International’s Apple analyst Ming-Chi Kuo says that Sony and Qualcomm are losing some iPhone business starting next year.
Sony has been supplying CMOS image sensors (CIS) to Apple for the iPhone going back years. Samsung has been hoping to get some of Apple’s business with its ISOCELL image sensors. The latter owns a 29% market share in the smartphone industry compared to Sony whose IMX image sensors have a leading 54% slice of the pie. According to TF International’s all-knowing Apple analyst Ming-Chi Kuo, Samsung will get a chance to supply Apple with image sensors for the iPhone, but not until 2026.
Kuo writes on “X” that Samsung will provide Apple with 1/2.6-inch 48MP ultra-wide CMOS image sensors for iPhone 18 Pro models as soon as 2026 The analyst says that Samsung has created a dedicated team to work with Apple to help supply its rival with CMOS image sensors for future iPhone models.
