Looking forward to the second half of next year, iPhone battery components design, KGI Guoming analyst report estimated that the second half of next year, the new iPhone battery hard and soft PCB (RFPCB), the output value will be 40% to 50% over the same period this year, shipping The annual growth of 35% to 40%, the average unit price increased 15% to 25%.
The report noted that the second half of next year, the new iPhone using L-type battery models increased to 2, the average unit price increase favorable; In addition, all new iPhone battery capacity, favorable unit price increase.
From the supply chain point of view, the report looks forward to Yaohua, Wah Tung, Yan Hing in the second half of next year, new iPhone battery soft and hard combination of growth momentum which, the report expected Yaohua supply of new models in the second half of next year increased to 3 Support, is expected to increase the proportion of iPhone X supply in the first quarter of next year, the operating off-season is not short.
In addition, the report pointed out that Wah Tung is the second half of this year, all iPhone battery hardware and software suppliers, is expected in the second half of next year, Wah Tung's supply status remains unchanged, is still the new paragraph 3 iPhone battery hard board and SMT suppliers.
The report also pointed out that Yan Hing in the second half of this year for all iPhone battery supply soft and hard combination board, is expected to remain the second half of next year, all new iPhone suppliers.Xin Hing may be one of the new models of the battery hard and soft combination of the main board Suppliers, supply about 45% to 55%.
Kwok Ming-kai recently speculated that the second half of next year, the new iPhone which 6.5-inch and 5.8-inch organic light-emitting diode (OLED) models will use L-type batteries, all three new models of battery capacity are improved.Report pointed out that the relevant design changes mainly All models will be configured to consume more power TrueDepth Camera camera module function, thus increasing the battery capacity to improve endurance.