Camera Module Comparison 2021 Vol. 2 Apple Iphone Evolution
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REVERSEREVERSE COSTING COSTING® –®STRUCTURE?– STRUCTURAL, PROCESS PROCESS AND & COST REPORT Camera Module Comparison 2021 Vol. 2 –CLICKApple TO iPhone EDIT MASTEREvolution TITLE STYLE Apple's camera design choices from the iPhone 6S Plus to the 12 Pro Max. SPR21553 - Imaging report by Peter BONANNO Physical analysis by Véronique LE TROADEC & Guillaume CHEVALIER June 2021 – Sample 22 bd Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr ©2021 by System Plus Consulting | SPR21553 – Camera Module Comparison 2021 Vol. 2 – Apple iPhone Evolution 1 Table of Contents Overview / Introduction 4 Detailed Physical Analysis 84 o Executive Summary o Front Cameras 84 o Reverse Costing Methodology ✓ Infrared o Glossary ✓ iPhone 11 & 12 Companies & Supply Chain 8 ✓ iPhone XS Max o Apple, Sony, LG Innotek, STMicro ✓ o Players & Market iPhone X o Supply Chain ✓ iPhone 8 Plus Physical Comparison & Evolution 21 ✓ iPhone 7 Plus o Camera Overviews ✓ iPhone 6S Plus o Physical Comparison o Rear Cameras 115 o Overview of the Physical Analysis ✓ iPhone 12 Pro Max Manufacturing Processes 53 ✓ iPhone 11 Pro Max o Camera Module Structure ✓ iPhone XS Max o Image Sensor Manufacturing Processes ✓ iPhone X Cost Comparison 65 ✓ iPhone 8 Plus o CMOS Image Sensor Cost Comparison ✓ iPhone 7 Plus o Front-End Comparison ✓ iPhone 6S Plus o Front Camera Die Cost Comparison Feedback 187 o Rear Camera Die Cost Comparison Related Analyses 189 o Camera Module Cost Comparison System Plus Consulting Services 191 o Front Camera Modules o Rear Single and Dual Camera Modules o Rear Triple Camera Modules o Camera Cost Breakdown o Camera Price Comparison ©2021 by System Plus Consulting | SPR21553 – Camera Module Comparison 2021 Vol. 2 – Apple iPhone Evolution 2 Executive Summary Overview / Introduction o Executive Summary Over 1.3B smartphones shipped in 2020, and 15% of those were iPhones. Apple is widely considered an innovation leader, and o Reverse Costing iPhone cameras are consistently ranked among the best in the industry. Continuing our series of camera module comparison Methodology o Glossary reports, we summarize the results of detailed physical analyses and costing studies to compare the cameras of the iPhone 6S Plus, 7 Plus, 8 Plus, X, XS Max, 11 Pro Max, and 12 Pro Max. This report aims to offer insight into the physical and cost evolution Companies & Supply Chain of the camera modules and CMOS image sensors in the last six years of Apple flagship smartphones. Physical Comparison The analysis covers the rear and front-facing RGB camera modules as well as the front-facing Near Infrared (NIR) module. This includes the complete structure, design, and all components of the camera modules. It covers the dimensions, technology Manufacturing Process Flow nodes and stacking technology in the CMOS image sensors. The rear-facing LiDAR camera in the 12 Pro Max is not covered, but the reader is encouraged to discover the essentially identical LiDAR module in the related report SP20557 - Apple iPad Pro Cost Analysis LiDAR Module. Cost Comparison Over the years, the rear camera has evolved with the market trend from a single to dual and finally a triple camera system. Selling Price Analysis The front camera has also evolved from a single camera to the dual-camera TrueDepth system. The overall design of the AutoFocus/Optical Image Stabilisation (AF/OIS) system has remained very consistent until the introduction of Sensor-shift OIS Related Analyses in the iPhone 12 Pro Max. See our dedicated report SPR21611 - Apple iPhone 12 Pro Max Rear Camera for a deep dive into this technology. About System Plus All rear sensors have 12 megapixels (Mp) despite the trend among other leading OEMs to go as high as 108 Mp. This has allowed Apple to sometimes retain image sensors between iPhone generations while improving camera performance from module upgrades and algorithm tweaks. ©2021 by System Plus Consulting | SPR21553 – Camera Module Comparison 2021 Vol. 2 – Apple iPhone Evolution 3 Executive Summary Overview / Introduction o Executive Summary o Reverse Costing The reverse costing analysis is conducted in 3 phases: Methodology o Glossary Companies & Supply Chain Package is analyzed and measured The dies are extracted in order to get overall data: dimensions, main blocks, pad number and pin Physical Comparison out, die marking Teardown Manufacturing Process Flow Setup of the manufacturing process. analysis Cost Analysis Cost Comparison Selling Price Analysis Setup of the manufacturing environment Cost simulation of the process steps Related Analyses Costing About System Plus analysis Supply chain analysis Analysis of the selling price Selling price analysis ©2021 by System Plus Consulting | SPR21553 – Camera Module Comparison 2021 Vol. 2 – Apple iPhone Evolution 4 Camera Overviews Overview / Introduction N° of Camera Module Smartphone Launch Camera Module Specification Companies & Supply Chain Modules position Name Front Front 5 MP, f/2.2, 31 mm, 1.12 µm Physical Comparison & Evolution iPhone 6S Plus Sep 2015 2 o Camera Overviews Rear Rear 12 MP, f/2.2, 29 mm, 1/3", 1.22 µm, PDAF, OIS o Physical Comparison Front Front 7 MP, f/2.2, 32 mm, 1.0 µm o Front Cameras iPhone 7 Plus Sep 2016 3 Wide 12 MP, f/1.7, 26 mm (wide), 1/2.55", 1.22 µm, dual pixel PDAF, OIS o Dual Cameras Rear o Triple Cameras Telephoto 12 MP, f/2.8, 56 mm (telephoto), 1/3.6", 1.0 µm, AF, 2x optical zoom o Overview of Physical Analysis Front Front 7 MP, f/2.2, 32mm , 1.0 µm o iPhone 12 Pro Max iPhone 8 Plus Sep 2017 3 Wide 12 MP, f/1.8, 28 mm (wide), 1.22 µm, PDAF, OIS Rear o iPhone 11 Pro Max Telephoto 12 MP, f/2.8, 57 mm (telephoto), 1.0 µm, PDAF, 2x optical zoom o iPhone XS Max Front 7 MP, f/2.2, 32 mm, 1.0 µm o iPhone X Front IR/depth 1.4 Mp, f/2.0, 2.8 µm infrared o iPhone 8 Plus iPhone X Nov 2017 4 o iPhone 7 Plus Wide 12 MP, f/1.8, 28 mm (wide), 1/3", 1.22 µm, dual pixel PDAF, OIS Rear o iPhone 6S Plus Telephoto 12 †MP, f/2.4, 52 mm (telephoto), 1/3.4", 1.0 µm, PDAF, OIS, 2x optical zoom Front 7 MP, f/2.2, 32 mm, 1.0 µm Manufacturing Process Flow Front IR/depth 1.4 Mp, f/2.0, 2.8 µm infrared iPhone XS Max Sep 2018 4 Cost Analysis Wide 12 MP, f/1.8, 26 mm (wide), 1/2.55", 1.4 µm, dual pixel PDAF, OIS Rear Cost Comparison Telephoto 12 MP, f/2.4, 52 mm (telephoto), 1/3.4", 1.0 µm, PDAF, OIS, 2x optical zoom Front 12 MP, f/2.2, 23 mm (wide), 1/3.6", 1.0 µm Selling Price Analysis Front IR/depth 1.4 Mp, f/2.0, 2.8 µm infrared Related Analyses iPhone 11 Pro Max Sep 2019 5 Main 12 MP, f/1.8, 26 mm (wide), 1/2.55", 1.4 µm, dual pixel PDAF, OIS Rear Telephoto 12 MP, f/2.0, 52 mm (telephoto), 1/3.4", 1.0 µm, PDAF, OIS, 2x optical zoom About System Plus Ultra Wide 12 MP, f/2.4, 120˚, 13 mm (ultrawide), 1/3.6", 1.0 µm Front 12 MP, f/2.2, 23 mm (wide), 1/3.6", 1.0 µm Front IR/depth 1.4 Mp, f/2.0, 2.8 µm infrared Main 12 MP, f/1.6, 26 mm (wide), 1.7 µm, dual pixel PDAF, sensor-shift OIS iPhone 12 Pro Max Nov 2020 6 Telephoto 12 MP, f/2.2, 65 mm (telephoto), 1/3.4", 1.0 µm, PDAF, OIS, 2.5x optical zoom Rear Ultra Wide 12 MP, f/2.4, 120˚ FOV, 13 mm (ultra-wide), 1/3.6", 1.0 µm LiDAR* 0.03 MP (not covered in this report*) *We have performed a full analysis of the essentially identical LiDAR in the iPad Pro (SP20557) ©2021 by System Plus Consulting | SPR21553 – Camera Module Comparison 2021 Vol. 2 – Apple iPhone Evolution 5 Cameras and camera modules are to scale for comparison. Camera and Camera Module Overview module Front Front Overview / Introduction retained Front Single Front Modules: Companies & Supply Chain Cameras: Front Front Physical Comparison & Evolution o Camera Overviews module o Physical Comparison retained o Front Cameras Front NIR Front NIR Front NIR Front NIR o Dual Cameras TrueDepth Front Camera: o Triple Cameras o Overview of Physical Analysis o iPhone 12 Pro Max o iPhone 11 Pro Max o iPhone XS Max o iPhone X o iPhone 8 Plus o iPhone 7 Plus o iPhone 6S Plus Manufacturing Process Flow Cost Analysis Rear Single Rear Dual Cameras: Rear Cost Comparison Camera: Triple Selling Price Analysis Cameras: Related Analyses About System Plus Rear Modules: module retained Wide Main Wide Main Wide Wide Telephoto Telephoto Telephoto Telephoto Telephoto Telephoto module retained Ultra Wide Ultra Wide ©2021 by System Plus Consulting | SPR21553 – Camera Module Comparison 2021 Vol. 2 – Apple iPhone Evolution 6 CIS are to scale for comparison. CMOS Image Sensor Overview CIS retained Overview / Introduction Companies & Supply Chain Front: Physical Comparison & Evolution o Camera Overviews o Physical Comparison o Front Cameras o Dual Cameras Front IR: o Triple Cameras CIS retained o Overview of Physical Analysis o iPhone 12 Pro Max o iPhone 11 Pro Max o iPhone XS Max o iPhone X o iPhone 8 Plus o iPhone 7 Plus o iPhone 6S Plus Manufacturing Process Flow Cost Analysis CIS retained Cost Comparison Selling Price Analysis Main/ Related Analyses Wide: About System Plus Telephoto: CIS retained Ultra Wide: CIS retained ©2021 by System Plus Consulting | SPR21553 – Camera Module Comparison 2021 Vol.