- 0-20%: Unlikely - Lacks credible sources
- 21-40%: Questionable - Some concerns remain
- 41-60%: Plausible - Reasonable evidence
- 61-80%: Probable - Strong evidence
- 81-100%: Highly Likely - Multiple reliable sources
60%
Plausible
If you have the kind of market heft that Apple currently commands, you quickly become accustomed to getting your own way. It is, therefore, a rare supplier indeed that is able to stand its ground against Apple, and Largan appears to have done just that.
Apple allegedly receives a rare rebuke for demanding an increased supply of the variable aperture lens destined for the iPhone 18 Pro lineup
According to the Asian publication Economic Daily, the supplier of variable aperture lens for the iPhone 18 Pro lineup, Largan, has reportedly rejected an Apple request to increase order volume.
Largan has justified its rejection of Apple's request by citing its ongoing focus on Co-Packaged Optics (CPO), where an optical tranceiver is integrated directly within the SoC package to shorten electrical traces, minimizing latency and heat generation in the process.
Of course, this situation constitutes an aberration for Apple, especially as it is not typically accustomed to suppliers denying its requests. In fact, most often, Apple's suppliers would jump through complex hoops, figuratively speaking, just to satisfy its requests, no matter how outlandish they may be.
On the bright side, this report suggests that Apple is fairly confident of the sales performance of the upcoming iPhone 18 lineup, as evidenced by its request for a greater number of variable aperture lens shipments.
As we noted a while back, Largan is only a secondary supplier of variable aperture lens for the iPhone 18 Pro lineup, with Sunny Optical the primary supplier of these intricate components.
Meanwhile, Apple appears to be testing a critical design element of the iPhone 18 lineup, one that relates to moving the Face ID module under the display, which should allow for a smaller pill-shaped cutout and Dynamic Island. Apparently, this experimentation has taken the form of A/B testing, which explains a series of conflicting reports recently in relation to the size of the cutout and the Dynamic Island.
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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