Apple to Increase Production of 20W USB-C Chargers Ahead of iPhone 15
LIKE
TWEET
SHARE
PIN
SHARE
POST
MAIL
MORE
Posted March 21, 2023 at 2:12pm by iClarified · 1843 views
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.