Sony makes PlayStation consoles (PlayStation 5 has sold 60M+ units), movies and TV (Spider-Man, Jumanji), music (the world's largest music publisher), image sensors (in 50%+ of all smartphone cameras), and financial services in Japan. Sony's image sensors are inside iPhone and virtually every premium camera.
Sony Semiconductor supplies the primary camera image sensors in every iPhone model. Sony's Exmor RS sensors use backside-illuminated and stacked architecture and are central to iPhone camera performance. Apple is Sony's largest smartphone sensor customer and is estimated to account for 20 to 25% of Sony Semiconductor's revenue.
Why it matters: Sony's sensors are co-engineered to Apple's specifications over multi-year development cycles. The iPhone 15 Pro sensor was developed jointly with Apple's camera hardware team over multiple years. This relationship allows Apple to achieve low-light and video performance that requires sensor-level innovation beyond what software processing alone can deliver.
Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.