Apple's iPhone 16 series has brought significant innovation in battery technology. According to the latest reports, Apple is developing a new electro-inductive adhesive debonding technology that allows users to easily remove the battery by applying a small current current. This technology will first be available on one model of the iPhone 16 series, with full adoption planned for next year's iPhone 17 series. In addition, the battery of the iPhone 16 has a unique metal case design, which is different from the soft foil packaging used in the past.
In terms of AI technology, the intelligent capabilities of the new iPhone and the update of the iOS 8 system, especially the AI empowerment brought about by the in-depth cooperation with Google, will greatly promote the consumer electronics sector to usher in a wave of significant performance growth. It is expected that Apple's new iPhone 16 will be more widely equipped with AI features, especially in the United States and other places where users will be the first to benefit from AR features, and the national version may follow early next year, so that domestic users can also experience the new features brought by AI.
Other updates to the iPhone 16 series have also been reported in the news, including the addition of a physical button on the side of the body, the switch to a vertically arranged dual-camera solution for the rear camera module, and an increase in screen size. In addition, the iPhone 16 Pro series will feature stacked battery technology that supports 40W wired fast charging and 20W MagSafe wireless charging. At the system level, iOS 18 will introduce AI large models this year, and Siri will also get the biggest update ever3.
The iPhone 16 series' innovations in battery technology and AI features are expected to significantly improve the user experience and potentially spark a new wave of replacement demand. The following related industrial chains:
1. Apple MR
Screen: Shuangxiang shares, Huaxing Yuanchuang, Wright Optoelectronics, Olaide, Qingyue Technology
Components: Goertek, Lingyi Intelligent Manufacturing, Zhaowei Electromechanical, Changying Precision, Guanshi Technology
Detection: Zhi Cube, Rongqi Technology, Saiteng Shares, Jeput
Whole machine OEM: Lixun Precision
2. 3D printing
Integrated layout: BLT, Huashu Hi-Tech
Raw material: XD ground powder
Parts and control system: Golden orange
3. 3D shooting
3D Engine: Fantuo Digital Innovation
Sensors: TZTEK, Canrui Technology, Obi Zhongguang
The filter is: Wufang photoelectric
Photosensitive chips: Weir shares, Smartway
Services: Alto Electronics, Jiachuang Video, Leyard, Silk Road Vision
In addition, the following companies are involved in the concept (with detailed information):
USI: The company is one of the few suppliers of Apple's wireless communication modules, and the company's SiP product line starts with Wifi modules, accounting for about 45% of Apple's iPhone and iPad procurement share.
Lens Technology: One of the suppliers of Apple glass screens. The company announced on the evening of August 18, 2020 that its wholly-owned subsidiary, Lens International, intends to acquire 100% of the shares of Kesheng Taizhou and Keli Taizhou for 9.9 billion yuan. The target company is mainly engaged in the production, sales and development of various alloys, and its main business is the processing and assembly of metal shells for mobile phones, providing a full range of solutions integrating key technologies and processes for the industry's leading manufacturers of metal shells for smartphones. Cossen Taizhou and Keli Taizhou are currently suppliers of Catcher Technology (2474.TW), and after the supplier code is transferred to Lens Technology, it will be supplied to end customers through Lens Technology.
Opt: Apple is a device user customer, and the company's products are used in the manufacturing process of its smartphones, smart watches, tablets, laptops, headphones and other products. From 2017 to 2019, Apple was the company's largest customer
Pengding Holdings: The company's communication boards include flexible circuit printed circuit boards, rigid printed circuit boards, high-density connection boards, SLP and other products, serving customers such as Apple.
Oat Technology: The company has become a supplier of Apple, a leading global consumer electronics brand, and the prospectus shows that from 2017 to 2019, the company's sales of test equipment ultimately used to test Apple's FPC products accounted for 89.74%, 89.79% and 82.96% of operating income respectively.
TZTEK: Apple entered the company's top five customers in 2017 and became the first in that year, with sales revenue of 94.0254 million yuan, accounting for 29.46%: In 2018, the trend of the previous year continued, and Apple's sales scale further expanded to 144.9279 million yuan, accounting for 28.51%. Combining the revenue from Apple and its suppliers, the revenue from 2017 to 2018 will account for 67.99% and 76.09% respectively.
Eaton Electronics: Provide Apple PCB products for power systems and modules, and is the main supplier of Apple multilayer boards
DEREN Electronics: In the field of connectors, the company's customers include Apple, Huawei, Xiaomi, etc.
Yingtong Communication: a leading enterprise in the electroacoustic components industry; The company mainly has three categories: acoustic products, data lines and other products, and processing business; It has mainstream high-quality customers such as Goertek and Taiwan Hon Hai, and the terminal brand customers are mainly Apple
Changxin Technology: Apple's certified thinning business supplier.
Crystal Optoelectronics: Indirect supply of Apple Blue Glass IRCF products
DSB: The subsidiary provides FPC products to Apple.
Tanaka Seiki: 1. The company provides Apple with a coil for the receiving end of wireless charging for mobile phones; 2. The company's R&D project of integrated inductor intelligent complete production equipment has received relevant orders
Desay Battery: The earliest manufacturer of lithium battery power management systems and packaging integrated products in China, and the core battery manufacturer of Apple mobile phones and smart wearable devices
DEREN Electronics: The company's high-speed connectors (including copper connectors and high-speed cables) were previously Apple industry chain companies
Lingyi Intelligent Manufacturing: The company focuses on providing one-stop intelligent manufacturing services and solutions for the whole industry chain of precision functional parts, structural parts, modules and high-quality assembly business, and its customers include Apple and Huawei
Wingtech Technology: The company's ODM business has expanded from consumer fields such as mobile phones and laptops to industrial, IoT, and automotive electronics, and its customers in the field of mobile and wearable devices include Apple
Goertek: 1. The leader in the acoustic industry; Mainly engaged in precision components business, intelligent acoustic machine business and intelligent hardware business, it is reported that the company's industrial park has also begun to recruit people because of large orders from Huawei; 2. There are few manufacturers in the VR industry that can provide a full set of solutions, which has a first-mover advantage; In the field of mid-to-high-end VR products, the platform covers the widest range, and is the exclusive ODM supplier of Oculus, Sony and other companies, participating in the assembly and providing optical lenses and acoustic components for them
Hongfuhan: The company is mainly engaged in functional devices for consumer electronics and is a qualified supplier certified by Apple.
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