Apple may run into a tight supply situation with Wi-Fi 6E for iPhone 14 and their First Head-Mounted Device, according to Ming-Chi Kuo
On November first, Patently Apple posted a report titled "Ming-Chi Kuo predicts that Apple's Mixed Reality Headset will support Wi-Fi 6E so as to deliver a top level wireless experience."
Today, Tianfeng International Apple analyst Ming-Chi Kuo issued a report stating that the consumption of LTCC (Low Temperature Co-fired Ceramic) for Wi-Fi 6E is generally higher than that of previous Wi-Fi specifications. More than 2–3 times the supply of LTCC may become tight again in 2022 .
According to the report, the head-mounted display supporting high-speed wireless transmission is the key to improving the user experience of Meta Universe. It is expected that the mainstream WI-Fi specifications adopted by head-mounted displays in 2022, 2023 and 2024 are Wi-Fi 6/6E, Wi-Fi 6E/7 and Wi-Fi 7 respectively; Kuo believes that both iPhone 14 and Apple head-mounted displays will be equipped Wi-Fi 6E is expected to drive more competitors' products to adopt WI-Fi 6E.
IT Home understands that Ming-Chi Guo pointed out in the report that Jingde is expected to start shipping LTCC for Metaverse hardware devices in 2022. It is expected that the LTCC consumption of Wi-Fi 7 commercialized from the second half of 2023 to the first half of 2024 will be further higher than that of Wi-Fi 6E.
The latest survey shows that the shortage of standard Wi-Fi 6 chip supply will be alleviated as soon as the first quarter of 2022.
for more, read the IT Home report.
Beyond Wi-Fi 6E shortages, Apple's main supplier of 'soft boards' claims that it could take until the end of 2022 for material shortages to improve, according to a Digitimes report published today.