Sony, TSMC Commit $6.3 Billion to Build 2029 iPhone Sensor Supply in Japan
Updated
Updated · PetaPixel · Aug 11
Sony, TSMC Commit $6.3 Billion to Build 2029 iPhone Sensor Supply in Japan
3 articles · Updated · PetaPixel · Aug 11
Summary
$6.3 billion will fund Sony and TSMC’s push to mass-produce next-generation image sensors in southwestern Japan by 2029, with the output expected to supply future iPhones.
Sony will own 60% of the venture and TSMC 40%, pairing Sony’s sensor design strength with TSMC’s manufacturing capacity to defend Sony’s lead in CMOS image sensors.
The investment is unusually large for Sony—about three times the annual profit of its image sensor business last fiscal year—underscoring how strategically important the technology has become.
The iPhone link adds a new twist because Apple has long bought Sony sensors but was also tied last year to Samsung on rumored triple-layer sensor work, leaving room for multiple suppliers across models or camera modules.