Suppliers Already Preparing for iPhone 18's Camera

The iPhone 18 is already driving large shifts heavy successful the semiconductor proviso chain, arsenic Samsung Electronics expands accumulation of representation sensors, prompting 1 of its cardinal investigating partners to put implicit $120 cardinal successful caller equipment, The Elec reports.


Doosan Tesna, a South Korean post-process semiconductor investigating company, this week announced that it volition walk $123 cardinal connected trial systems from Japan's Advantest, Samsung subsidiary Semes, and Japan Interaction. The concern is adjacent to 21.77% of the company's full assets, and volition beryllium completed successful stages betwixt 2026 and March 2027.

The acquisition is believed to beryllium straight related to Samsung's caller representation sensor accumulation enactment successful Austin, Texas, which is expected to proviso components for the ‌iPhone 18‌ successful 2027. Samsung's instrumentality to Apple's camera representation sensor proviso concatenation marks its archetypal successful astir a decennary and could change the long-standing dominance of Sony, which has provided astir each iPhone sensors to date. Apple reportedly sought to diversify suppliers aft delays successful Sony's deliveries betwixt 2023 and 2024.

Doosan Tesna specializes successful electrical investigating of wafers aft fabrication, a process that identifies defective chips earlier packaging and improves manufacturing yield. More than 90% of its gross comes from Samsung's Foundry and System LSI divisions.

Doosan Tesna's determination to diversify distant from Teradyne instrumentality toward Advantest is besides notable. Advantest systems are wide utilized for high-performance chips specified arsenic GPUs, memory, and AI processors, suggesting Samsung's caller sensors for Apple whitethorn request much precocious verification processes.

Samsung's accumulation enactment successful Austin is simply a cardinal constituent successful Apple's effort to trim reliance connected Japanese suppliers and to grow accumulation wrong the United States. If Samsung's sensors conscionable Apple's show and reliability standards, the determination could marque it the company's 2nd large representation sensor supplier.

Doosan Tesna's large fiscal committedness represents implicit one-fifth of its full assets, reflecting however preparations for Apple's aboriginal iPhones are already reshaping planetary semiconductor concern implicit a twelvemonth earlier accumulation begins.
This article, "Suppliers Already Preparing for iPhone 18's Camera" archetypal appeared connected MacRumors.com

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