Guo Mingchi: Samsung may become Apple's new CIS supplier
On July 24th, Guo Mingchi, an analyst at TF International Securities who has been tracking the Apple supply chain for many years, posted on the social platform X, stating that Samsung is expected to start shipping a 1/2.6-inch 48MP ultra-wide-angle image sensor to Apple's iPhone from 2026 at the earliest, breaking Sony's long-standing exclusive supply of CIS to Apple. In response, Samsung has established a dedicated team to serve Apple