In his latest research note, Ming-Chi Kuo has claimed this year’s iPhone 15 series will support faster charging when used with MFi-certified USB-C chargers (via MacRumors).
According to the veteran Apple analyst, these MFi requirements will help boost Apple’s USB-C charger shipments, including its 20W Power Adapter.
To comply with new European regulations requiring electronic devices to have non-proprietary, common charging methods, Apple is set to transition the iPhone from Lightning to USB-C this year.
Reports suggest that Apple will restrict certain USB-C features, such as faster charging and data speeds, to work with MFi-certified cables and chargers only.
This could result in a major increase in demand for Apple’s own USB-C 20W Power Adapter.
領益智造為iPhone 15系列改採USB-C與Apple顯著調升20W USB-C充電出貨預估的主要贏家 / LY iTech is the primary beneficiary of the transition to USB-C for the iPhone 15 series and Apple’s significant increase in 20W USB-C charger shipment estimationshttps://t.co/OpRcgorn9a
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo)
“I believe Apple will optimize the fast charging performance of MFi-certified chargers for the iPhone 15,” notes Kuo.
“Among Apple’s chargers, the 20W USB-C model is the most cost-effective choice for iPhone users, resulting in strong replacement demand for 20W USB-C chargers.”
Another potential factor driving the demand could be that iPhone 15 users might purchase more than one Apple 20W USB-C charger to meet the need for more charging locations, he says.
The analyst expects Apple’s USB-C 20W Power Adapter shipments to “see a significant 30–40% YoY growth, amounting to 230–240 million units” in 2023.
Faster USB-C transfer speeds are expected to be exclusive to the iPhone 15 Pro models, with the iPhone 15 / 15 Plus to be limited to Lightning speeds.
