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Morgan Stanley Projects 200MP iPhone Camera in 2028 With Samsung Supplying the Sensor

Analysts say the timing reflects a supply‑chain strategy to diversify suppliers and shift some sensor production to the U.S.

Overview

  • An investor note reported by AppleInsider predicts the first iPhone with a 200MP camera will arrive in 2028, likely on iPhone 21 Pro models, using Samsung-made sensors.
  • Supply‑chain leaker Digital Chat Station says 200MP parts are at a materials‑evaluation stage and have not appeared in iPhone engineering prototypes for real‑world imaging tests.
  • Analysts expect Apple to keep 48MP rear sensors through 2026–2027, with current work focused on a variable‑aperture main camera and a longer‑reach 48MP telephoto.
  • Morgan Stanley’s research points to supplier diversification, including talks with STMicro for LiDAR alongside Sony, while Face ID sensors are expected to remain with LITE.
  • The note says Samsung could manufacture iPhone camera sensors in Austin, Texas, and separately predicts under‑display Face ID could debut in 2027.