蘋果傳3年後推5G晶片 明年下半5G版iPhone亮相
Date: 2019-06-18
News Type:
蘋果5G版新款iPhone設計外界關注。分析師預估,蘋果可能最快在2022年推出自行設計的5G基頻晶片,預估5G版iPhone占明年下半年新款iPhone總出貨量約60%。
天風國際證券分析師郭明錤出具報告預估,蘋果的5G版iPhone策略,在美國對華為(Huawei)實施出口禁令後更積極,預期5G版iPhone占明年下半年新款iPhone總出貨量約60%。
報告指出,蘋果先前與晶片大廠高通(Qualcomm)和解,加上英特爾(Intel)退出開發5G基頻晶片,預期明年下半年iPhone將支援5G。
郭明錤並推測,蘋果與高通先前和解內容,包括高通釋放部分5G基頻晶片原始碼給蘋果,讓蘋果用於自行開發5G功率放大器(PA)或射頻(RF)元件。
從傳輸規格來看,郭明錤表示,由於美國是蘋果的家鄉市場,加上美國主流5G技術是mmWave,預期蘋果不大可能推出僅支持Sub-6GHz頻譜的5G版iPhone。
在晶片設計部分,郭明錤預估,蘋果將在2022年或2023年推出自行設計的5G基頻晶片。在此之前,蘋果將採用高通的5G基頻晶片,但會採用自己的功率放大器或射頻設計,推測這是為了未來採用自己的5G基頻晶片做準備。
展望明年下半年5G版iPhone,郭明錤預估,明年下半年iPhone產品線包括高階的6.7吋與5.4吋有機發光二極體(OLED)版iPhone,與低階的6.1吋OLED版iPhone,其中6.7吋與5.4吋OLED版iPhone將支援5G。
從5G規格的功率放大器來看,報告預期,每台5G版iPhone的PA用量是目前iPhone的200%,預期晶片設計商博通(Broadcom)與製造商穩懋將是最大贏家。(新聞來源:udn聯合新聞網)
More news
- TPCA Show 2025 Reservation! 2024-11-15
- TPCA Show 2024 will be held as scheduled on 10/25 2024-10-24
- TPCA Show 2024 Pre-registration 2024-10-23
- Rajah&Tann:Doing Business in Thailand &Southeast Asia 2024-10-18
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12