Is fake environmental protection really profitable? Guo Mingming: iPhone 15 has been upgraded to C port or 68 million new charging heads have been sold-瞭望新时代网-瞭望时代，放眼世界

Is fake environmental protection really profitable? Guo Mingming: iPhone 15 has been upgraded to C port or 68 million new charging heads have been sold

2023-03-21

Apple 20W USB-C Charger On March 21, Beijing time, Guo Mingxuan, a well-known Apple analyst at Tianfeng International Securities, announced in a tweet today that after the iPhone 15 was switched to the USB-C interface, the shipment volume of Apple 20W USB-C chargers is expected to increase by 40% in 2023, exceeding 200 million. Guo Mingxuan said that according to his latest survey, Apple is optimistic about the strong replacement demand for 20W USB-C chargers after switching to USB-C for iPhone 15 series phones. Therefore, it is expected to significantly increase the total shipment volume of 20W USB-C chargers in the second and third quarters of this year by about 120%, and set the shipment volume for the fourth quarter to about 70 million. Benefiting from strong replacement demand, Apple's 20W USB-C charger shipments are expected to significantly increase by 30 – 40% YoY to 230 – 240 million units in 2023. He believes that Apple will optimize the fast charging performance of the iPhone 15 through an MFi certified charger. Among Apple's chargers, the 20W USB-C charger is the most affordable option for iPhone users, so there is a strong demand for replacement of the 20W USB-C charger. Another possible reason for the strong demand for replacement is to meet the demand for multi location charging. In the future, iPhone 15 users may not purchase only one Apple 20W USB-C charger. The assembly suppliers of Apple's 20W USB-C chargers are LinkedIn and Flextronics. Although the latter has a slightly higher proportion of shipments, the latter's revenue is approximately 5-7 times that of the former. Therefore, LinkedIn is the main winner in terms of its contribution to revenue in terms of strong replacement demand for Apple's 20W USB-C chargers. (Liao Xinshe)

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