In his most recent round of forecasts, the analyst Ming-Chi Kuo said that the Apple would be planning to replace the traditional plastic lenses in cheaper sensors and cameras by the so-called “metal’s” — flat lenses that use nanostructures to focus light. This technology, he said, would help the company cut costs and thin out the components in its devices.
Still according to the analyst, Apple’s intention is to start the mass production of these lenses in 2024 to use them as protection for the sensors of the Face ID no iPad Pro. If everything goes as planned, the company should also bring these lenses to iPhones in 2025 or 2026, although this second option is the most likely.
The main objective of the company with the development of “metal’s”however, would be to use them in the “Apple Glass”, the supposed (and highly anticipated) augmented reality glasses. Although rumors from the beginning of the year indicate that Apple would have “indefinitely postponed” the launch of the product, according to Kuo, it is possible that its mass production will start between 2026 and 2027 “at the earliest” – that is, a little later. later than predicted by Jeff Pu.
For the analyst, the prediction is that the “metal’s” become something more common in the market between the years 2028 and 2030. Devices such as the “Apple Glass” and virtual reality headsets are among the main applications for the technology.
However, investors should be aware that, in the coming years, metal lens will gradually replace existing plastic lenses in 3D sensing applications.
Finally, the TSMC it’s at Visor are pointed out by Kuo as the main suppliers of “metal’s” for Apple, with Apple currently the main beneficiary. A Goertekin turn, is currently the main manufacturer of this type of component in the world and, according to Kuo, might benefit greatly from Apple’s investment in this type of technology.
So let’s wait.
