索尼失宠？苹果iPhone 18 传感器改由三星供应

Core Viewpoint - Apple is making a significant shift in its iPhone supply chain by partnering with Samsung to produce high-end image sensors for the iPhone 18 series, ending Sony's exclusive supply arrangement [1][4]. Group 1: Partnership and Production - Apple and Samsung reached a cooperation agreement in August 2023 for Samsung to create the first commercial three-layer stacked image sensor for the iPhone 18 [4]. - Samsung plans to invest $19 billion in its Austin, Texas factory to support this project, with equipment installation already underway and recruitment for technical and management positions in progress [4]. - The new production line is expected to be operational by March 2026, marking a significant shift in the production of core iPhone components to the United States [4]. Group 2: Technological Advancements - The new stacked image sensor will significantly enhance pixel density, low-light performance, dynamic range, reading speed, and reduce power consumption compared to the current sensors supplied by Sony [4]. - This collaboration represents a major technological upgrade for Apple's iPhone camera capabilities, leveraging Samsung's advanced sensor technology [4]. Group 3: Supply Chain Diversification - The partnership with Samsung is a strategic move by Apple to diversify its supply chain and reduce reliance on Sony, which has previously held a monopoly on iPhone image sensors [4]. - This shift also aims to align production closer to the U.S. market demand, reflecting Apple's intent to mitigate supply chain risks [4].