Ming-Chi Kuo, an analyst with TF International Securities, shared details about Apple’s M5 chip production schedule. Apple’s upcoming iPhone could feature a variable aperture lens for its wide-angle camera. You can find all the latest updates in this article.
Apple M5 SoC:
The Apple M4 series chips are already in the latest Macs, and Apple analyst Ming-Chi Kuo is now speculating about the M5 generation, which may enter mass production in the first half of 2025. M5 chips will be fabbed on TSMC’s N3P node (3nm), which is expected to draw five to ten percent less power than the M4 generation’s N3E process.
Apple’s vanilla M5 chip will enter mass production in H1 2025, followed by the M5 Pro/Max in H2 and the M5 Ultra in 2026. Kuo says Apple will use a “server-grade” System-on-Integrated-Chips-molding-Horizontal (SoIC-mH) design with its M5 Pro/Max and Ultra chips. As a result, this kind of design should reduce thermal throttling by 30-50% compared with conventional systems on a chip.
Apple’s M5 series will also separate its CPU and GPU designs, which should result in greater performance. AI tasks are expected to benefit greatly from the M5 series.
iPhone 18 Pro Series:
The iPhone 18 will feature a variable aperture lens in its wide camera module, according to Ming-Chi Kuo. Users will be able to adjust the aperture manually with this innovative lens. A variable aperture was expected to debut on the iPhone 17 Pro in 2025.
Sunny Optical will provide the shutter, while Luxshare will provide the variable aperture system. The critical machinery for this upgrade will be supplied by BE Semiconductor Industries (BESI).
