Apple in 2025 will take on a new compact camera module (CCM) supplier for future MacBook models powered by its next-generation M5 chip, according to Apple analyst Ming-Chi Kuo.
Writing in his latest investor note on Medium, Kuo said Apple will turn to Sunny Optical for the CCM in its M5 MacBooks. The Chinese optical lens company will mass produce the CCMs in Vietnam, and provide a complete imaging system integrated into a compact form factor for the new laptops.
The primary suppliers of camera modules for MacBooks are currently LG InnoTek and Sharp. In Apple's optical component supply chain, only Sunny Optical can simultaneously supply CCM and lenses in a single package, which gives the company the advantage of vertical integration. If shipments for the MacBooks go smoothly, Kuo predicts that Sunny Optical could also become the new CCM supplier for future iPhone and iPad models.
Apple plans to update the 14-inch MacBook Pro with an M4 chip as soon as late 2024, and we could perhaps see a refresh before the end of the year. The high-end 14-inch and 16-inch MacBook Pro models are also expected to see a late 2024 refresh with M4 Pro and M4 Max chips.
Apple is working on a thinner version of the MacBook Pro, according to Bloomberg's Mark Gurman. The ultrathin 2024 iPad Pro serves as a model for Apple's upcoming design philosophy, with the company planning to offer "the thinnest and lightest products" in each category across the tech industry.
It's not clear when a thinner MacBook Pro might come out, since no design changes are rumored for the 2024 refresh, but it's possible that 2025 could be the year that Apple debuts redesigned laptops based on its M5 chip. Apple is also rumored to be working on Face ID for the Mac, and it's likely that the MacBook Pro will be one of the first Macs to get Face ID, but there are no concrete details about when that might happen.
