Yield rate issues for 2-layer pixel CIS on iPhone 15 low-end models unlikely to cause timeline delays.
May 26, 2023
Key Takeaways:
- In response to the recent news that Sony may encounter production difficulties related to yield rate issues on the 2-layer pixel CIS used in iPhone 15 low-end models, we expect Sony to address this by using more wafers to meet Apple's requirements.
- Given the stage of mass production for the iPhone 15 series, it is highly unlikely that there will be a shift back to conventional stacked CIS (1-layer pixel CIS). Therefore, we anticipate that the release timeline will remain unaffected.
- Despite recent challenges with yield rates, we maintain our projection that the 2-layer pixel CIS technology will be adopted into four models of the iPhone 16 series in Y2024. This advanced technology enhances dynamic range and reduces noise, particularly with the amplification transistor (AMP) size increase.
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Authors
Eddie Han
Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.
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