Branch² Intelligence
iPhone 18 Pro Max's Camera May Cost 50% More Than iPhone 17 Pro, Here's Why
Key takeaway
Apple's iPhone 18 Pro Max camera cost may rise 50% due to variable aperture shift, pressuring component suppliers and competitors.
- Step 1Apple adopts variable aperture in iPhone 18 Pro Max, increasing camera module cost by 50%.
- Step 2Lens suppliers (Largan, Sunny) raise ASPs; Sony sensor demand remains stable; actuator makers (Mitsumi) see higher content.
- Step 3Competitors (Samsung, Xiaomi) accelerate variable aperture R&D, raising industry-wide component costs.
Source: IN:NDTV Profit
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