Apple’s maiden 5G smartphones are already in the market and they are doing quite well. The millimeter-wave (mmWave) model sold in the US market and uses Apple’s self-designed package antenna (Antenna-in-Package, AiP). According to a recent report, the iPhone 13 will also use this (Antenna-in-Package, AiP). Furthermore, Apple will also design its own RF module for the iPhone 13. According to supply chain sources, after Apple continues its self-research on AiP, the next step may be to develop its own RF front-end module (RF-FEM).
According to Ming-Chi Kuo, the iPhone 13 will be the first iPhone model to adopt battery soft board technology. This will help the device to save internal space and reduce costs. According to reports, the iPhone 13 will bring camera upgrades but not many design changes.
Apple iPhone 13 series will have four models – expect camera upgrade
The demand for Apple iPhone 12 series components continues to be strong. The existing VCM supply chain has already negotiated a 2023 component opening plan. According to the industry sources, components request suggests that the iPhone 13 series will also have four models.
In addition, the specifications for parts and components in 2021 and 2022 are ready. The request suggests that the iPhone 13 (tentative name) series will maintain the four model divisions similar to the iPhone 12 series. It is expected that the mobile phone market will remain very lively in 2021. Expectations are that Apple iPhone 13 will maintain the four sizes and names. If this is the case, we will have iPhone 13 mini, iPhone 13, 13 Pro, and 13 Pro Max.
Looking at the VCM supply for the iPhone 13 series, Sanmei is still the main supplier. Although there are frequent market reports that Largan Technology, a subsidiary of the investment company Dayang Technology, is aggressively attacking the VCM components for iPhone 13. Nevertheless, this will not affect existing manufacturers in the near future.
The iPhone 12 acceptance is quite high and component shipments have been higher too. According to estimates, the amount of VCM components in an iPhone camera module is about 4-6 pieces. Supply chain practitioners also reveal that the iPhone 13 camera module has some serious upgrade. However, the VCM components should not change much. At present, the iPhone 11 series components are still being shipped, and the market is optimistic about Apple’s acquisition of the Japanese company Dunkichi.