KGI Securities analyst Ming-Chi Kuo says that Apple’s new iPhones will not replace Lightning with USB-C, contradicting a recent WSJ report.
While the devices will allegedly retain their Lightning port, they will get USB-C Power Delivery for faster charging, says Kuo.
New 2H17 models may all support fast charging. We believe all three new iPhones launching in 2H17 will support fast charging by the adoption of Type-C Power Delivery technology (while still retaining the Lightning port). A key technical challenge lies with ensuring product safety and stable data transmission during a fast charge. In order to achieve that goal, we think Apple will adopt TI’s power management and Cypress’s Power Delivery chip solutions for the new iPhone models. We note the OLED version may have a faster charging speed thanks to a 2-cell L shaped battery pack design.
Kuo believes Apple will keep the Lightning port due to its slightly slimmer design, because high-speed data transmission is ‘still a niche application’ for iPhone users, and to sustain income from the MFi licensing program.
Apple could still choose include a Lightning to USB-C cable and USB-C power adapter with its new iPhones.