The iPhone 14 transmission specifications jumped, and TSMC, Daliguang, and Hon Hai took the lead

Timing enters 2022, and the market is concerned about apple (Apple)'s progress in the iPhone 14 series of new machines in the second half of this year. The company estimates that the high-end version of the iPhone 14 Pro series application processor will be upgraded to A16 grade, using TSMC's 4-nanometer advanced process, and Hon Hai will become the main assembly foundry partner.

The company also expects that the four iPhone 14 series may all use LTPO-TFT-OLED display screens, South Korea's Samsung displays include most of the orders, in addition to lenses and optical components and other specifications will also be significantly improved, Daliguang is expected to benefit.

Entering 2022, despite the COVID-19 (2019 coronavirus disease) Omicron variant strain, the rise in raw material prices, the continuous port of international maritime freight and other variables, the growth of the global smartphone market is still expected, the Institute of Industrial Information of the Council (MIC) estimates that this year's global smartphone shipments can reach 1.42 billion, an annual increase of 3.7%, this year's 5G smartphones will surpass 4G mobile phones, reaching 762 million, an increase of 39% over last year's 549 million units, an increase of 39%. Penetration increased to 53.7%.

The market is highly concerned about the progress of Apple's iPhone 14 series new machine in the second half of this year, and japanese legal persons estimate that Apple will launch 2 6.1-inch and 6.7-inch low-end versions and 2 6.1-inch and 6.7-inch high-end versions of the iPhone 14 Pro models in the second half of this year.

Among them, the high-end version of the iPhone 14 Pro series application processor will be upgraded to A16 level, using TSMC (2330) 4 nanometer advanced process, the low-end version of the iPhone 14 still uses the iPhone 13 A15 application processor, which is also produced by TSMC.

Expected iPhone 14 assembly FOUNDRY, legal persons expect that Hon Hai (2317) will be a 6.7-inch high-end version of the iPhone 14 Pro Max, 6.1-inch high-end version of the iPhone 14 Pro, and a 6.1-inch low-end version of the iPhone 14 main assembly foundry partner; Pegatron (4938) in the 6.7-inch low-end version of the iPhone 14 Max assembly foundry will play a key role. As for China Luxshare Precision (002475. SH) will be the second assembly foundry for the 6.1-inch version of the iPhone 14 Pro.

In the display panel, The Elec, a South Korean technology media website, recently reported that in addition to the Samsung Display, LG Display will also supply the low-temperature polycrystalline oxide (LTPO) technology-based thin-film transistor (TFT) organic light-emitting diode (OLED) display screen required for the iPhone 14, which will break the Samsung monopoly situation.

Korean media estimate that the LG display will hit the 6.68-inch high-end version of the iPhone 14 Pro Max model, and the Samsung monitor is still the exclusive panel supplier of the 6.06-inch iPhone 14 Pro model.

In the optical lens, Tianfeng International Securities analyst Guo Mingxi recently reported that the high-end version of the iPhone 14 Pro series wide-angle lens may use 48 million pixel specifications, Da Liguang (3008) is expected to benefit, and continue to supply the voice coil motor (VCM) integrated lens solution.

In terms of screen design, Korean media estimates that the 6.06-inch version of the iPhone 14 Pro and the 6.7-inch version of the iPhone 14 Pro Max will use a hole-display design, that is, to place the front lens in the upper part of the new machine screen, replace the previous bangs (notch) design, so that the new machine has a full-screen experience; the other 2 will continue the bangs screen design.

As for all iPhone 14s, it is expected to support Wi-Fi 6E wireless communication specifications, and the 6P ultra-wide front lens supports autofocus (AF) function. Japanese subsidiaries also expect that the high-end version of the iPhone 14 Pro series may support lidar (LiDAR) function, and may also use the under-screen environmental sensing component (proximity sensor) design.

(First image source: Apple)