This morning, Ming-Chi Kuo issued his latest report. The report revealed that Wi-Fi 6E generally consumes more low-temperature co-fired ceramic (LTCC) than earlier Wi-Fi versions. In 2022, the LTCC supply may tighten again (the shortfall could exceed 2-3 times).
According to reports, AR/VR headsets that support high-speed wireless transmission are key to enhancing user experience. In addition, head-mounted displays are expected to adopt Wi-Fi 6/6E, Wi-Fi 6E/7, and Wi-Fi 7 modems in 2022, 2023, and 2024, respectively.
The Analyst also mentioned, “I believe that iPhone 14 series and Apple head-mounted display with Wi-Fi 6E are expected to drive more competitors’ products to adopt WI-Fi 6E.”
In the report, Ming-Chi Kuo also pointed out that Jingde is expected to start shipping LTCC for metaverse hardware devices in 2022. In addition, from the second half of 2023 to the first half of 2024, LTCC consumption in Wi-Fi 7 is likely to surpass that of Wi-Fi 6E.
In addition, the report also revealed that the estimated mobile phone shipments in China are expected to be between 300 million and 310 million units in 2022 and between 310 million and 320 million units in 2021, while the 5G mobile phone penetration rate is expected to reach approximately 85%-90% and 80%-85%, respectively.