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Morgan Stanley Forecasts 200MP Camera in 2028 iPhone, Supplied by Samsung

The forecast points to Samsung as the sensor supplier, signaling a broader push to diversify camera sourcing.

Overview

  • An investor note reported via AppleInsider projects Apple’s first 200MP main camera for the 2028 lineup, implying the feature would arrive with the iPhone 21.
  • Morgan Stanley says Samsung would manufacture the sensor, though Apple has not announced or confirmed the plan.
  • Analysts expect Apple to maintain 48MP resolution in upcoming models through 2027, with improvements focused on processing, lenses, and sensor quality.
  • The research outlines supply-chain diversification that includes talks with STMicro and references to possible U.S. image sensor production in Austin, Texas.
  • The note also predicts under-display Face ID could be ready in 2027, with LITE continuing as the Face ID sensor supplier in the meantime.