Ming-Chi Kuo: Apple’s iPhone 15 series will upgrade UWB specifications to build a more competitive Vision Pro ecosystem

Gamingdeputy news on June 19th, well-known analyst Ming-Chi Kuo just issued a document stating that Apple will actively upgrade hardware product specifications to build a more competitive Vision Pro ecosystem.

Guo Mingchi said that one of the keys to the success of Vision Pro lies in the ecology, including whether it can be integrated with other Apple hardware products, and the main hardware specifications related to this are Wi-Fi and UWB.iPhone 15 The adopted UWB specification will be upgradedThe production process has been upgraded from 16nm to the more advanced 7nm, which is beneficial to improve the performance of close-range interaction or reduce power consumption.and iphone 16 May be upgraded to Wi-Fi 7It is more beneficial for Apple to integrate hardware products under the same regional network and provide a better ecological experience.

Ming-Chi Kuo also said that JCET’s 2H23 gross margin/profit will benefit from the upgrade of the iPhone 15 UWB process, and in the long run will benefit from Chiplet becoming the mainstream design solution for AI accelerators.The iPhone 15 UWB process will be upgraded from 16nm to the more advanced 7nm. JCET is the back-end SiP supplier and this upgrade will help increase profits. Generally speaking, if 16nm is upgraded to the more advanced 7nm, the profit margin of the back-end process is expected to increase by more than 10-20%.

Ming-Chi Kuo said that AMD’s recently released AI accelerator MI300 series adopts Chiplet design, and its survey pointed out that Nvidia’s H100 next-generation AI accelerator will also adopt Chiplet design. JCET is a leading manufacturer of chiplet solutions and has long benefited from chiplets becoming the mainstream design solution for AI accelerators.

Apple’s first mixed reality headset, Vision Pro, will be available on Apple’s official website and Apple Store retail stores in the United States early next year, and will be available in more countries and regions later, with a starting price of $3,499 (note: currently about 24,948 yuan ).