My latest survey indicates that 2H23 new iPhone will abandon Lightning port and switch to USB-C port. USB-C could improve iPhone's transfer and charging speed in hardware designs, but the final spec details still depend on iOS support.
Kuo notes this will be a boom for USB-C suppliers.
It's expected to see existing USB-C-related suppliers of Apple's ecosystem (e.g., IC controller, connector) become the market's focus in the next 1-2 years, thanks to vast orders from iPhones and accessories' adoption of USB-C ports.
Although, the EU has firmly laid out plans to force Apple to switch to USB-C, the company has resisted the change thus far. Other sources have speculated that Apple would skip USB-C entirely and move to a portless iPhone that could only charge wirelessly.
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