Ming-Chi Kuo said that the British epitaxial manufacturer "IQE" will become the exclusive supplier of epitaxial chips for the iPhone 15 series.

(Schematic, Bloomberg)

[Financial Channel/Comprehensive Report] Ming-Chi Kuo, a well-known analyst at TF International, recently tweeted on Twitter that the British epitaxial manufacturer "IQE" will replace Taiwan's optical communication manufacturer "Lianya (3081)" as Apple's iPhone Exclusive supplier of epitaxial wafers for 15 series proximity sensors.

Ming-Chi Kuo pointed out on Twitter on the 24th that although all iPhone 15 models use the same dynamic island design as the iPhone 14 Pro, the difference is that the iPhone 14 Pro places the proximity sensor under the screen and outside the dynamic island, while the iPhone 15 series does not. It is to place the proximity sensor in the dynamic island with almost no change in the area of ​​the dynamic island.

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Ming-Chi Kuo said that based on the above changes, Apple's Face ID supplier "Finisar" will change to supply proximity sensors with a wavelength of 940nm (iPhone 14 Pro is 1380nm), and the upstream epitaxial chip supplier will also change from the current Lianya to IQE, a British epitaxial manufacturer.

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