X @郭明錤 (Ming-Chi Kuo)

Supply Chain Dynamics - Samsung's iPhone CIS shipment schedule is delayed, with mass production likely postponed to 2027 [1] - Samsung's ultra-wide CIS is expected to be adopted in mid- to low-end iPhone models first [1] Component Technology - The report focuses on the Camera Image Sensor (CIS) supplied by Samsung for iPhones [1]