Although the yield rate of Sony’s 2-layer pixel sensor may still be below target, we believe the gap of supply and demand on iPhone 15 low-end models may not be significant.
September 29, 2023
Key Takeaways:
- Sony's 2-layer pixel sensor for iPhone 15 low-end models has a yield rate of 65-75%, which is an improvement from earlier levels of 40-50%.
- Production volume for the low-end iPhone 15 models has increased due to the improved yield rate, reducing production losses.
- The yield rate has not yet reached Apple's target of 85-90%, but it may still be sufficient for mass production.
- After the first week of iPhone 15 series’ pre-orders, we observed people have shown more preference on high-end models.
- Therefore, we expect the gap between production EMS volume (which is caused by the yield rate of Sony’s 2-layer pixel sensor) and market demand on two low-end models may not be so significant.
Full insights are delivered in Sep. 22nd weekly report.
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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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