Apple is once again said to be upgrading the LiDAR Scanner on the iPhone 15 Pro and iPhone 15 Pro Max, with Sony being the company that will pick up the orders.
A new research note by Barclays analysts Blayne Curtis and Tom O’Malley and seen by MacRumors suggests that Sony could be the supplier for the majority, if not all, of the LiDAR Scanner components used in the high-end iPhones released later this year.
Sony could take a majority, if not all, of the share on the world facing sensor in this years’ models with the company providing a module, VCSEL, receiver and driver. This is a negative headwind to both LITE and COHR which we view as likely.
This matches a previous report by analyst Ming-Chi Kuo who said that Apple would use the new LiDAR Scanner with Sony’s thought to be more power efficient than the parts currently used.
That could allow Apple to save battery power for use by other components or upgrade the performance as a result of having more power on tap.
The LiDAR Scanner is used to help the iPhone measure how far away things are, especially when taking photos. It can also be used for augmented reality apps as well as others that need accurate information on the surroundings.
Apple is expected to announce the full iPhone 15 lineup at an event in September.
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