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Massive Fire at an Apple Supplier Plant in Shanghai Kills 8

Two of Apple's iPhone Lens Suppliers have been working on First-Gen AR/MR Headset Camera Lenses

1 X cover VR Headset

 

Last week Ming-Chi Kuo made several predictions about future iPhone camera lens improvements with one revelation being that Apple's AR/MR head-mounted display device uses 15 cameras, so the number of plastic lenses used will increase significantly.

 

It's being reported this morning that a brief update note from Ming-Chi Kuo today identified a new iPhone camera lens supplier Yujingguang. More interesting is that suppliers Largan and Yujingguang are currently cooperating with Apple to develop AR/MR HMD lenses for the second quarter of 2022 and 48MP high-end lenses for the 2022 iPhones. For more on this read the full IT Home report (translation required).

 

Note that the Taiwanese press refers to Ming-Chi Kuo as Ming-Chi Guo.

 

10.2  Supply Chain News & Rumors

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