Camera controller versions
In the below, is John talking about one version of a camera controller chip being sold into multiple generations of the iPhone, ie. CamController 1.0 sold into iPhone 12, iPhone 13, iPhone 14, with Cam Controller 2.0 destined for iPhone 15
Or
CamController 1.0 sold into iPhone 12; CamController 1.1 (slightly modified) sold into iPhone 13, CamController 1.2 sold into iPhone 14?
Yes. It’s a significant feature enhancement. I think the biggest challenge around for you and for us, I think around the camera controller content, is when you take into account the differing attach rates across skews within a generation, the differing attach rates across generations, and then the different products from us ourselves with different ASPs, that gets very, very difficult to analyze. So we’ve tended to talk in terms of blended ASP just the total value of the camera content. Obviously beginning at baseline back in – back three generations ago where we indicated it was in line with an amplifier, and then we saw a step up that was of the order of $0.20-ish from there. And then saw something similar beyond that.
And then as we go into the next cycle, we’ll see another incremental step up. But the benefits that we get from higher value content of which this is, is really elongated over a number of years because it will cascade down through the models most likely, and then wash through subsequent generations as well.