Which New Chip Suppliers Benefit From The New Iphone?

A thousand calls come out. The 3 iPhone chip supply chain, which will be launched in the second half of this year, has been fully launched last week, including a new generation of A12 application processors and 4G baseband chips, as well as other power management IC, Netcom and radio frequency IC, panel touch and drive IC and other related cores, all of which are expected to be in high volume, expected in September, according to the supply chain industry. A large number of deliveries can be delivered to the mobile assembly plant in the middle of the middle of the year.

The legal person is optimistic about the 7 nanometers A12 processor, Netcom IC, power management IC, panel touch control and driving IC orders. The third quarter operation will quickly grow on the sugar cane, and the fourth quarter revenue will rise to a new high, and the stock price will have the opportunity to complete the interest rate on the eve of the legal person exposition held in 19 days. As for the day and moonlight investment, Qi State, Beijing Yuan electricity and so on, the next half year's peak season effect can be expected, and revenue and profit will grow season by season.

In the second half of this year, Apple will launch 3 new iPhone, including a 6.1 "LCD panel, a flat version of the iPhone, and a new iPhone with a 5.8 - inch or 6.5 - inch OLED panel. According to supply chain news, the 3 iPhone this year did not add too many new features. The biggest feature is that 3 phones all carry 3D sensing and Face ID functions, support cable fast charging and wireless charging, and the panel is all screen design with narrow borders.

Apple's new iPhone does not seem to add much new functionality, mainly to optimize and upgrade the iPhone functionality last year, so the new iPhone shipments in the second half of the year were estimated to be less than 100 million of the same period last year, and the built-in chip design was not very different from last year's iPhone X, including A12 application processors, audio IC, and IC, Power management IC and so on are the special application chip (ASIC) developed by apple. The 4G baseband chip uses Intel or high pass, and the charge control chip suppliers include Germany and Bo Tong.

In order to make the new iPhone's edge computing power more powerful, the A12 application processor, the core of the built-in artificial intelligence (AI) operation, will be the biggest highlight of the year. TTP eats 7 nanoscale A12 processor orders, and after the small volume of production in May and June, it quickly pulls high volume.