Overview

• Analyst Ming‑Chi Kuo now expects Samsung’s mass‑volume shipments of iPhone image sensors to begin in 2027.
• Samsung’s components are forecast to debut as ultrawide units in low‑ to mid‑range iPhones rather than in top‑end models.
• The revised schedule moves prior expectations from a 2026 iPhone 18 timeframe to a later cycle reported as 2027.
• Kuo did not provide a reason for the postponement to 2027.
• Apple remains reliant on Sony for iPhone camera sensors for the time being, as Samsung develops three‑layer stacked designs touted for higher pixel density and improved low‑light performance.