Later this year, Apple’s iPhone 15 will replace the Lightning connector with a USB-C port. Uber-analyst Ming-Chi Kuo on Monday wrote that the USB-C port will enable faster charging speeds for the iPhone 15, but only with Apple-certified MFi cables.
My latest survey indicates that Apple has significantly increased the total shipment forecast of its 20W USB-C charger by approximately 120% for 2Q23 and 3Q23 and has set 20W USB-C charger shipment at about 70 mn units for 4Q23, as it is optimistic about strong replacement demand for 20W USB-C chargers following the switch to USB-C for the iPhone 15 series.
Apple’s 20W USB-C charger shipments in 2023 are anticipated to see a significant 30–40% YoY growth, amounting to 230–240 million units, thanks to the strong replacement demand.
I believe Apple will optimize the fast charging performance of MFi-certified chargers for the iPhone 15. 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 robust replacement demand could be that future iPhone 15 users might purchase more than one Apple 20W USB-C charger to meet the need for more charging locations.
LY iTech and Flextronics assemble Apple’s 20W USB-C chargers. While the latter has a marginally higher share of shipments than the former, its revenue is about 5–7 times greater than that of LY iTech. Consequently, regarding revenue contribution, LY iTech stands out as the primary beneficiary of the strong replacement demand for Apple’s 20W USB-C chargers.
Kuo claims that the faster charging speeds will only work with Apple-certified USB-C cables. So even if you have a compatible plug adapter, it may not deliver its full power to the iPhone without the right cable.
Earlier this year, the leaker ShrimpApplePro had already reported that Apple would offer MFi (Made for iPhone) certification for USB-C accessories. The leaker also said that cables without MFi certification will have limited charging speeds.
Currently, iPhone 14 and iPhone 14 support up to 20W of maximum charging speed, while Pro models support up to 27W. This means that users will be able to recharge their iPhones faster, but only if they have the right charger.
The company no longer ships the iPhone with the power adapter included in the box, so users need to buy a new one if they don’t already have a compatible charger at home. The company’s most affordable option is the 20W USB-C adapter, but Apple also has a 30W one that costs $39.
MacDailyNews Take: Apple’s MFi certification helps ensure optimal user experience and interoperability. We only recommend MFi-certified accessories with Apple products to ensure quality and safety.
For compact 20W single-port USB-C chargers, we currently use and recommend the Anker MFi-certified PowerPort III 20W USB-C Fast Charger with Foldable Plug ($15.99 via Amazon). For cables, we use and recommend Anker MFi-certified USB-C to USB-C cables (2-pack $14.99 via Amazon).
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USB-c will mean adapters required to connect existing headphones. Will new iPhone 15 ship with headsets?
If you’re still using wired headphones for your iphone in 2023 you’re missing out. AirPods are phenomenal (starting at $99), and there are plenty of other options below that too, even with ANC (i’d just go for AirPods though). iPhone users of the world, cast off your cords!
I shit on Apple 😡