With the success of iPhone X, Apple is already sourcing smaller components for it 2019 iPhones in an effort to squeeze in larger batteries. This report comes straight from KGI Securities analyst Ming-Chi Kuo, who is known for his accurate insights into Apple’s supply chain.
According to Kuo, iPhone models released in 2019 and later will likely feature an upgraded TruDepth camera system that will consume more power, resulting in a need for larger-capacity batteries. And we believe the adoption of the TrueDepth camera for 3D sensing in 2017-18 will create demand for larger-capacity batteries. From 2019, we predict iPhone may implement upgraded 3D-sensing and AR-related functions, so it will consume more power backup. Furthermore increasing demand for larger-capacity batteries will arise.
The batteries coming out in 2019 iPhones will reportedly be required to power more advanced camera systems that build on top of the aforementioned TrueDepth camera featured in the iPhone X.
“We believe Apple’s key technologies, including semiconductor manufacturing processes, system-in-package (SIP), and substrate-like PCB (SLP), will create the required space for larger batteries.”
We admit that the 2019 iPhone models are getting a bigger battery solution, but you’re also going to have to wait for it. The iPhone X has a much bigger battery inside, though, thanks to the Apple’s logic board innovations, and the X’s batteries may last just as long as a Plus battery, but some reviewers are still taxing the device’s battery life when compared to rivals.
Apple capable of designing new system for large-capacity batteries: We believe the adoption of TrueDepth camera for 3D sensing in 2017-18 will create demand for larger-capacity batteries. From 2019, we predict iPhone may adopt upgraded 3D-sensing and AR-related functions, and it will consume more power, further increasing demand for large-capacity batteries. We believe Apple’s key technologies, including semiconductor manufacturing processes, system-in-package (SIP), and substrate-like PCB (SLP), will create the required space for larger batteries.
Apple insiders out there says that Apple plans to upgrade the iPhone X’s battery in the near future, but it might not happen in time for next year’s phone launch. The new setup will require more power, meaning Apple will need bigger-capacity batteries come 2019.
Kuo didn’t explain what kind of new features the upgraded TrueDepth cameras will be able to offer, but it’s no secret that Augmented Reality is going to play a big role in the iPhone’s future. The same also said for Apple’s 2018 iPhones that will have TrueDepth cameras, which means they’re likely to feature the same design as the iPhone X, complete with L-shaped batteries.
The analyst also believes Apple to launch two OLED iPhone X successors next September as well as an LDC model, which will allow Apple to fit larger batteries inside the iPhone’s chassis.
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