Samsung Delays Entry into Apple’s Camera Sensor Supply Chain Until 2027, Analyst Reports

For years, Apple has heavily depended on Sony for its camera sensors, establishing what some might describe as a monopoly in the smartphone market. However, as the tech landscape shifts, there are clear signs that Apple is intent on diversifying its supply chain. Recent reports suggest that Samsung, a company known for manufacturing various smartphone components, is poised to supply Apple with 48MP camera units for the upcoming iPhone 18 series. This development signals a potential shift away from Sony’s dominant position in the camera sensor space. Nonetheless, it’s important to note that this transition may take longer than anticipated, with forecasts suggesting that mass production will now be delayed until 2027.

Samsung Will Not Immediately Supply Sensors for Apple’s Flagship Models

Over the years, Apple’s reliance on Samsung has primarily revolved around components like displays, DRAM, and NAND chips. This established relationship not only fortifies Samsung’s position in Apple’s supply chain but also opens the door for Samsung to tap into a new revenue stream by providing camera sensors. This diversification could potentially grant Apple better pricing leverage across its device lineup.

Initially, there were rumors of Samsung supplying a 3-stack CMOS image sensor designed for the iPhone 18 series, which promised significant enhancements in camera performance. However, TF International Securities analyst Ming-Chi Kuo has indicated a revision in this timeline. Instead of entering mass production in 2026 as previously projected, Kuo now predicts a shift to 2027, although the reasons behind this postponement remain unclear.

[Update] Samsung’s shipment schedule for iPhone CIS is later than expected, with mass volume likely postponed until 2027. The ultra-wide CIS supplied by Samsung is expected to be adopted first in mid- to low-end iPhone models.[更新]… https://t.co/6oswjVH8xw

— Ming-Chi Kuo (@mingchikuo) September 7, 2025

Despite Samsung’s solid track record in producing components for iPhones, it still has considerable ground to cover in the realm of camera sensors. Kuo notes that instead of debuting in flagship models, Samsung’s new ultra-wide camera units will likely be introduced in mid-range to budget devices first, paving the way for a gradual introduction to higher-end models.

This phased approach may provide Samsung with the opportunity to refine its technology and bolster its capabilities as a camera sensor supplier. If Apple’s strategy aligns with the insights shared by Kuo, it could resemble the company’s previous maneuvers with its proprietary 5G modem. The C1 modem was first introduced in the iPhone 16e, allowing Apple to enhance its baseband chip prior to the release of the C2 model.

Until then, Sony remains the exclusive supplier of camera sensors for Apple, positioning itself to retain a significant role in Apple’s device ecosystem.

News Source: Ming-Chi Kuo

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