SG Micro has passed Apple's quality certification and will enter the supply chain for the higher-end iPhone 14, reports TF International Securities analyst Ming-Chi Kuo.
The company will likely ship the PMICs (battery and level shifter) for the iPhone 14 in 2H22.
It's the first time for SG Micro to ship Apple's high-end products, which means that Apple's revenue contribution will increase significantly, and its technical capability can already compete with tier-1 worldwide companies in the consumer electronics field. In addition to being one of the primary beneficiaries of the domestic replacement policy in China, Apple's orders will also become another significant revenue and profit driver for SG Micro.
Kuo says that SG Micro's market share in Apple's supply chain is expected to grow thanks to cost advantages and Apple's policy of lowering its supply risks.
Apple is widely expected to unveil four new iPhone 14 models this fall including an iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. It's believed the iPhone 14 Pro will get an A16 processor, a 'pill + hole' cutout design, a 48MP wide camera, a larger camera bump, an autofocus selfie camera, and rounder corners. The iPhone 14 is expected to keep the A15 processor and current notch.
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The company will likely ship the PMICs (battery and level shifter) for the iPhone 14 in 2H22.
It's the first time for SG Micro to ship Apple's high-end products, which means that Apple's revenue contribution will increase significantly, and its technical capability can already compete with tier-1 worldwide companies in the consumer electronics field. In addition to being one of the primary beneficiaries of the domestic replacement policy in China, Apple's orders will also become another significant revenue and profit driver for SG Micro.
Kuo says that SG Micro's market share in Apple's supply chain is expected to grow thanks to cost advantages and Apple's policy of lowering its supply risks.
Apple is widely expected to unveil four new iPhone 14 models this fall including an iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. It's believed the iPhone 14 Pro will get an A16 processor, a 'pill + hole' cutout design, a 48MP wide camera, a larger camera bump, an autofocus selfie camera, and rounder corners. The iPhone 14 is expected to keep the A15 processor and current notch.
Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more iPhone updates.