
Apple Inc. (NASDAQ: AAPL) is widely expected to upgrade the iPhone 14's front camera from the existing fixed-focus to auto-focus. Noted Apple analyst Ming-Chi Kuo sees a slew of supply chain partners benefiting from this planned camera upgrade.
Improved Factors: The TFI International Securities analyst sees the transition to significantly improve selfie and video performance. The hardware upgrades needed for this include adding a voice coil motor and upgrading from a 5P lens to 6P lens, the analyst said.