iPhone 15 series launch is around the corner, and we are getting updates related to the iPhone 16 series already. However, there is a lot going on in the background of the making of the iPhone. One of the most prominent news from the back lanes is that Sharp will possibly exit the iPhone 16 CCM supply chain.
This will give leverage to other players in the game, like Cowell, Foxconn, LG Innotek, and others. Not only this, but Cowell will also get a higher advantage in the situation as compared to Foxconn and LG Innotek. Luxshare-ICT is one of the potential acquirers of Sharp’s CCM business. This will boost the number of orders for Cowell for sure.
All other details related to Apple products According to the report by Ming-Chi Kuo, an analyst at TF International, the display of the iPhone 16 Pro will be larger in size as compared to the iPhone 14 Pro and iPhone 15 Pro.
The iPhone 16 Pro periscope will also get a periscope sensor as it will have large internal space to carry it. Expectations are that both the iPhone 16 Pro and the iPhone 16 Pro Max will get the periscope sensor. Another major highlight is that Cowell is going to be the CCM supplier for the iPhone 16 series periscope lens requirements in 2024.
In addition, the second generation Apple Augmented Reality/Mixed Reality headset’s mass production will kick off starting from 2025. Rumors have it that there will be two versions of the same – a high-end variant and a low-end variant. The shipments of the second- generation AR/MR headsets are expected to be ten times of the first-generation ones.
Cowell is also one of the CCM suppliers and primary beneficiaries of second-generation Apple AR/MR headsets. Speculations are that the supply ratio will be somewhere around 70 to 80 percent.
