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Samsung Electronics is expected to supply complementary metal oxide semiconductor (CMOS) image sensors for Apple’s iPhone starting in 2026. This information was reported by Pulse News on Friday, citing a report by TF International Securities analyst Ming-chi Kuo.
Historically, Sony Group has been the dominant supplier of image sensors for Apple’s iPhones. However, the 2026 iPhone models are expected to feature components from both Sony and Samsung. Specifically, Samsung will reportedly provide a high-end, 48MP ultra-wide 2.6-inch image sensor. This inclusion marks a strategic shift and diversification in Apple’s supply chain for critical components.
The entry of Samsung into Apple’s image sensor supply chain is anticipated to bolster Samsung’s position in the image sensor market. As of 2023, Sony held a commanding 55% share of the image sensor market, with Samsung trailing in second place with a 20% share. The collaboration with Apple is expected to significantly enhance Samsung’s market presence and competitiveness against Sony.
This move is seen as part of a broader trend where major technology companies seek to diversify their supplier bases to ensure more resilience and flexibility in their production processes. For Apple, incorporating Samsung’s high-end image sensors could lead to enhanced camera capabilities in future iPhone models, appealing to the growing consumer demand for advanced photography features in smartphones.
The information about this development comes from market chatter, which includes insights and speculations from market professionals globally. While such information is believed to be sourced from reliable contacts, it is important to note that it may include elements of rumour and speculation and its accuracy is not guaranteed.
Overall, the potential collaboration between Apple and Samsung in the image sensor domain marks a notable shift in the competitive dynamics of the tech industry. As the 2026 iPhone release approaches, industry observers will be keenly watching how this partnership influences the market shares and technological advancements of both Sony and Samsung in the image sensor sector.