Apple analyst Ming-Chi Kuo released a new report. It was found that the consumption of LTCC (Low Temperature Co-fired Ceramic) for Wi-Fi 6E is generally higher than the previous Wi-Fi version. It is also expected that LTCC supply could become questionable again in 2022.
According to the analyst’s report, AR / VR headsets with support for high-speed wireless transmission are the key to improving the user experience of Meta Universe. Moreover, VR wearables are expected to adopt Wi-Fi 6 / 6E, Wi-Fi 6E / 7 and Wi-Fi 7 modems in 2022, 2023 and 2024.
The analyst also mentioned: “I believe that both the iPhone 14 (series) and Apple VR headsets equipped with Wi-Fi 6E are expected to encourage more competing products to adopt WI-Fi 6E.
In the report, Ming-Chi Kuo also pointed out that Jingde is expected to start shipping LTCC for Metaverse hardware devices in 2022. Furthermore, it is likely that LTCC consumption (in Wi-Fi 7) will be commercialized from the second half of 2023. by the first half of 2024 it will be more than with Wi-Fi 6E.
In addition, the analysts’ report also revealed that mobile phone shipments in China will be estimated in 2022/2021. will be 300-310 million / 310-320 million units, while the penetration rate of 5G mobile phones will be approximately 85-90% / 80-85%.
The latest research shows that the shortage of Wi-Fi chips will be alleviated as early as the first quarter of the 22nd year.
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