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 the previous Wi-Fi version. The supply of LTCC might also become tight again in 2022(more than 2-3 times).
According to the Analyst’s report, the AR/VR Headset with high-speed wireless transmission support is the key to improving the user experience of Meta Universe. Moreover, it is expected that the head-mounted displays will 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 displays equipped 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. Further, it is likely that the LTCC’s consumption (in Wi-Fi 7) commercialized from the 2nd half of 2023 to the 1st half of 2024 will be higher than 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.