Apple is planning major upgrades to its iPhone camera systems over the next few years, according to analyst Ming-Chi Kuo.For the upcoming iPhone 18 Pro, the most notable change will be the introduction of a variable-aperture main camera, replacing the current fixed-aperture design.

This upgrade is expected to increase the average component cost by 50%, with Sunny Optical supplying roughly 40-50% of the new lenses while Largan remains the primary supplier.

Although Apple may not raise the retail price immediately, rising component costs, combined with increasing memory expenses, could pressure its profit margins.

Looking further ahead, the 2028 iPhone models will feature an updated ultra-wide camera module that transitions from flip-chip packaging to an improved chip-on-board design.The details of the enhancements in this new packaging method were not specified, but Sunny Optical is anticipated to play a role as a supplier.

These changes suggest Apple is continuing to invest heavily in improving camera performance, potentially offering better image quality, versatility, and technological advancements in future iPhones.