This morning, the famous Apple analyst Ming-Chi Kuo issued a new report. It revealed that LTCC (Low-Temperature Co-fired Ceramic) consumption for Wi-Fi 6E is generally higher than that of the previous Wi-Fi versions. The supply of LTCC might also become tight again in 2022(more than 2-3 times).
According to analysts’ reports, the AR/VR headset that supports high-speed wireless transmission is key to improving the user experience. In addition, the head-mounted display is 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 the LTCC for Metaverse hardware devices in 2022. In addition, from the second half of 2023 to the first half of 2024, the consumption of LTCC (in Wi-Fi 7) is likely to exceed that of Wi-Fi 6E.
In addition, the Analyst’s report also revealed that the estimated mobile phone shipments in China in 2022/2021 will be 300-310 million/310-320 million units, respectively, while the 5G mobile phone penetration rate will be approximately 85-90%/80-85%, respectively.
The latest survey shows that the supply shortage of Wi-Fi chips will be alleviated as soon as 1Q22.
