A leading Apple analyst of longstanding, Ming Chi-Kuo predicts that Apple’s revenue is expected to double (100% rise)  year-on-year in 2021 due mainly to a change in the iPhone 13’s battery components.

The research report released by the analyst (via) states that Taiwan Career Technology will be rejoining the fray as a key supplier for virtually all Apple’s products beginning from next year, 2021. This includes iPhone 13 projected to come on stream in the second half of 2021, the new AirPods with an expected release by the second quarter of 2021, and a new mini LED iPad (with an innovative and new display) expected to berth within the first half of the new year as well. The iPhone 12’s batteries currently combine soft and hard boards in production. However,  the iPhone 13 is predicted to utilize only soft board technology. Soft board batteries come with fewer layers than hardboard batteries. This innovation in the battery design of the iPhone will result in better optimization of internal space due to its smaller-sized battery and an overall reduction in the cost of production.

The iPhones models released this year have slightly smaller batteries than the iPhone 11 series released in 2019. Given the added power demands of the fifth-generation (5G) modems in all the models in the series, coupled with the larger screen of the iPhone 12 Pro, the current iPhone’s performance has not been stellar in terms of endurance. Apple has been searching for ways to extend battery life while making iPhones sleeker.

In terms of battery supplies, Taiwan Career Technology is expected to have between 40%-50% of battery orders for the iPhone 13 and 13 mini next year. A couple of other suppliers, Unimicron and Unitech, .are also expected to have a little chunk of the battery supply market.

From the Kuo report, the new Apple AirPods 3 will have a similar design with the current AirPods Pro. Taiwan Career Technology is expected to also be the main supplier of many components in the product. These include the soft boards in the AirPods and the accompanying charging cases, as well as optical and acoustic component soft boards for the mini LED iPads. 

We hold our breaths while awaiting the release of these products in H1, 2021.

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