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Samsung Electronics is constructing its first CMOS image sensor production facility in the United States. In collaboration with Apple, this new factory will be established in Austin, Texas, and is anticipated to begin operations by spring next year, possibly in March.
Samsung will produce advanced image sensors for Apple’s iPhone 18 in Texas, aiding both firms in localizing production in the U.S.
A recent report by Financial Times details that the new CMOS image sensors, or CIS, will utilize a cutting-edge 3-stack hybrid bonding technology. This method stacks three layers: one for capturing light, another for processing it, and a third to convert these signals into digital format. The result is a smaller sensor with improved performance and reduced photo noise, enabling better low-light photography and videography while maintaining detailed images.
Currently, only Samsung and Sony have the capability to produce such advanced sensors, with Apple previously relying on Sony for its iPhone cameras. However, supply chain challenges at Sony have prompted Apple to look elsewhere in the U.S., leading Samsung to join forces with Apple in producing these CMOS image sensors.
Apple has announced a significant $100 billion investment to expand its manufacturing and research efforts in the U.S., raising the total planned budget to $600 billion. The company confirmed that it is collaborating with Samsung, stating that the new chip technology would be introduced at the Austin facility. These chips are designed to enhance both performance and efficiency for Apple devices.
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“The world’s first innovative semiconductor manufacturing technology will be introduced at Samsung’s Austin, Texas fab,” and added that “Samsung will produce chips that optimize the power efficiency and performance of Apple products, including the iPhone.”
Samsung’s decision to build a factory in Texas is partly driven by new U.S. tariffs on imported semiconductors. By manufacturing these locally, Samsung can avoid tariffs and become an even more crucial partner for Apple, resolving some supply chain issues. An industry insider explained that this move has secured a significant deal with Apple for Samsung.
While Sony continues to produce its sensors in Japan, which is not ideal for Apple’s goal of expanding its supply chain in the U.S., Samsung’s local production could give it a competitive edge over Sony and position it as a long-term supplier for Apple. In summary, Samsung and Apple are teaming up in Texas, signaling a significant shift in how iPhones are manufactured.
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