According to digitimes reports, manufacturers familiar with voice coil motors (VCM) revealed that Apple’s iPhone 12 series components continue to be strong in sourcing. At present, the visibility of VCM orders for iPhone 12 Pro and Pro Max can reach the end of this year, and overall VCM demand is expected This is a slight increase from last year's iPhone 11 series.

In addition, VCM manufacturers revealed that Apple's next-generation iPhone will also maintain 4 models similar to the iPhone 12 series.

According to the report, the supply chain manufacturer said that the two major Japanese manufacturers Alps and Mitsumi are still the main suppliers of Apple's VCM, although it has been reported that Dayang Technology, a subsidiary of Largan, has entered the VCM supply of the new iPhone next year. However, Japanese-related supply chain manufacturers believe that Largan’s VCM is mainly manufactured in Taiwan, and the cost will be higher than that of Japanese manufacturers mainly OEM in China.

In addition, VCM supply chain manufacturers revealed that the iPhone 12 series has been selling well recently, and parts and components are better than expected. Manufacturers such as Mitsumi that supply the iPhone 12 Pro series have earned revenue.

In addition to VCM, the laser ranging module (ToF), VCSEL light source and other components carried by the iPhone 12 Pro and Pro Max have also driven the operation of the Taiwan Group III and V semiconductor supply chain.