KGI analyst Ming-Chi Kuo has backtracked on his thoughts on the limited presence of dual cameras on the iPhone 7 Plus in a new investment note.
Kuo had previously figured that only “high end configurations” of the iPhone would get an extra-wide camera port. But he now believes that every 5.5-inch iPhone will be endowed with dual cameras.
The initial market response to Huawei’s (CN) new flagship dual-camera model, P9, has been better than expected, and we estimate shipments may reach 10mn units in [the 2016 forecast period].
The analyst now expects Apple to “fully adopt dual-camera on the new 5.5-inch iPhone,” which means that if we see a 16GB iPhone 7 Plus, we’ll see the same camera sensors that we would see on a 128GB iPhone 7 Plus. All “Plus” phones will likely get 3GB of RAM to support the load.
Furthermore, Kuo estimates that Sony and LG Innotek will be able to provide “20-30mn [camera] units […] sufficient to cover demand” of this year’s Plus. It’s yet to be seen how the sensors will perform within their design-constrained environments — a major trial critics and consumers are expected to judge on.
Apple has filed a patent for a dual camera implementation that would save images from both cameras to be meshed with software applications. By the sound of it, we may be talking about larger image files that may now be made available to presumptive buyers of the 16GB iPhone 7 Plus.