Apple is very optimistic about the selling point of the periscope lens, which is only available in iPhone 15 Ultra (née Pro Max), according to TF International Securities analyst Ming-Chi Kuo.
née Pro Max) rendering based on CAD. (imagevia @UniverseIce)
iPhone 15 Pro Max, the most expensive iPhone, [will account] for 35–40% of iPhone 15 series shipments, the highest share. iPhone 15 Pro Max shipments in 2H24 also [will grow] 10–20% YoY compared to iPhone 14 Pro Max in the same period. It means Apple is optimistic about the selling point of the periscope, which is only available in iPhone 15 Pro Max.
Thanks to iPhone 16 Pro’s adoption of periscope camera, it is estimated that the shipment of iPhone periscope lenses will increase by 70% YoY in 2H24.
Largan is the exclusive supplier of iPhone 15 Pro Max’s periscope lens and is also Huawei’s main supplier of periscope lenses (more than 60% of the shipment allocation). The unit price of the periscope is high, about 3–4 times or more than the general high-end 7P lens. Largan will benefit from Apple and Huawei’s active adoption strategy of the periscope.
MacDailyNews Take: Apple will be clearly delineating the marked superiority of its flagship iPhone 15 Ultra (or Pro Max or whatever marketing will officially call it) over the rest of the iPhone 15 lineup and iPhone buyers will respond very well to Apple’s differentiation strategy!
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Until their event, Apple iPhone naming scheme should be…
Base Model: Wallet Buster
Advance Model: Arm and a Leg
Top Tier Ultra Model: Sell Your Soul
good one! 🤡🤣👑
poverty mentality 👆(your soul is priceless) $1200 for the most advanced pocket computer in history is chump change, most people use their iPhones far more than their Macs
relax Nick, they were both joke comments…
we are having fun
in Europe would cost 1600€ so be happy if you can buy in the US
i wonder if the static nature of the the current iPhone design is because there is a lack of compelling competition or if Apple is just lazy or both