Apple is preparing to introduce its latest smartphone in the iPhone 15 series later this year. According to analyst Ming-Chi Kuo, Apple will aggressively upgrade hardware specifications in the next iPhone series to build a more competitive ecosystem for Vision Pro. The ecosystem is one of the key success factors for Vision Pro, including the integration with other Apple hardware products, and related main hardware specifications are Wi-Fi and UWB.
iPhone 15 upgraded with Ultra Wideband chip -
As part of Apple’s efforts to strengthen the Vision Pro ecosystem, the upcoming iPhone 15 is expected to receive a significant hardware upgrade, particularly with the Ultra Wideband chip. Kuo suggests that the iPhone 15 will employ a more efficient and reliable version of the U1 chip, utilizing advanced 7nm production technology. This enhancement aims to improve performance and reduce power consumption for nearby interactions.
The U1 chip, initially introduced in the iPhone 11, has played a vital role in various Apple products and features. Kuo asserts that an upgraded version of the U1 chip will not only enhance the performance of features like Find My, Handoff, and AirDrop but also facilitate seamless integration between Vision Pro and other Apple devices.
Kuo said that JCET as a leading chiplet solution provider will increase gross margin and profit through the iPhone 15’s UWB process upgrade. AMD's recently announced AI accelerator MI300 series adopts the chiplet design, and my survey indicates that the successor of the Nvidia H100 AI accelerator will also adopt the chiplet design. As a leading chiplet solution provider, JCET will benefit from chiplet becoming the mainstream design solution for AI accelerators in the long run.
iPhone 16 upgrade to Wi-Fi 7 for enhanced ecosystem experience -
iPhone 16 will be the first Apple device to support Wi-Fi 7, which will be more conducive to Apple's integration of hardware products running on the same local network and provide a better ecosystem experience.
