Using only one cell instead of the current two-cell design would allow a boost from 2716 mAh to between 2900 and 3000 mAh for the 5.8-inch device.
Kuo expects Apple to release three new iPhones with Face ID next year: a 6.5-inch OLED model, a 5.8-inch OLED model, and a 6.1-inch LCD model. Apple is still expected to use a two-cell design for the 6.5-inch OLED iPhone; however, it's larger size will support a 3300 to 3400 mAh battery.
Two new 2H18 iPhone models could adopt L-shaped battery (6.5” & 5.8” OLED models), with capacity upgraded for all models. In order to extend battery life, we believe it is necessary to expand battery capacity because all three new 2H18 models will be equipped with TrueDepth Camera, which consumes more power. We think Apple (US) is developing a 1-cell L-shaped battery in collaboration with LGC (KR). If the new battery enters mass production on time, the 5.8” OLED iPhone model will come with a battery with larger capacity (2,900-3,000mAh with higher RFPCB ASP $2.1-2.4). For the 6.1” LCD model, we expect Apple to keep the rectangular battery design to keep a better cost structure, and we expect capacity could be larger than those of the iPhone 8 series.
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