Apple is expected to increase production of its 20W USB-C charger ahead of the upcoming iPhone 15, reports TF International Securities analyst Ming-Chi Kuo. All four of Apple's new iPhone models are likely to feature a USB-C port instead of a Lightning port.
My latest survey indicates that Apple has significantly increased the total shipment forecast of its 20W USB-C charger by approximately 120% for 2Q23 and 3Q23 and has set 20W USB-C charger shipment at about 70 mn units for 4Q23, as it is optimistic about strong replacement demand for 20W USB-C chargers following the switch to USB-C for the iPhone 15 series.
Kuo estimates total 20W USB-C charger shipments to increase 30-40% YoY, reaching 230-240 million units in 2023.
I believe Apple will optimize the fast charging performance of MFi-certified chargers for the iPhone 15. Among Apple's chargers, the 20W USB-C model is the most cost-effective choice for iPhone users, resulting in strong replacement demand for 20W USB-C chargers.
Additionally, some users could purchase more than one charger to get fast charging in multiple locations.
Assemblers LY iTech and Flextronics are expected to benefit from the additional demand.
We've shared a video comparing the charging speed of Apple's official chargers. You can check that out here:
● Charging Speed Test: iPhone 14 Pro [Video]
Notably, the 20W USB-C charger is on sale today for $15.99 (16% off). Grab it today to get ahead of the rush.
You can download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more iPhone 15 updates.
My latest survey indicates that Apple has significantly increased the total shipment forecast of its 20W USB-C charger by approximately 120% for 2Q23 and 3Q23 and has set 20W USB-C charger shipment at about 70 mn units for 4Q23, as it is optimistic about strong replacement demand for 20W USB-C chargers following the switch to USB-C for the iPhone 15 series.
Kuo estimates total 20W USB-C charger shipments to increase 30-40% YoY, reaching 230-240 million units in 2023.
I believe Apple will optimize the fast charging performance of MFi-certified chargers for the iPhone 15. Among Apple's chargers, the 20W USB-C model is the most cost-effective choice for iPhone users, resulting in strong replacement demand for 20W USB-C chargers.
Additionally, some users could purchase more than one charger to get fast charging in multiple locations.
Assemblers LY iTech and Flextronics are expected to benefit from the additional demand.
We've shared a video comparing the charging speed of Apple's official chargers. You can check that out here:
● Charging Speed Test: iPhone 14 Pro [Video]
Notably, the 20W USB-C charger is on sale today for $15.99 (16% off). Grab it today to get ahead of the rush.
You can download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more iPhone 15 updates.