This morning, Tianfeng International analyst Ming-Chi Kuo released a report saying that the LTCC (Low Temperature Co-fired Ceramic) usage of Wi-Fi 6E is generally 2-3 times more than previous Wi-Fi specifications, which will cause LTCC supply to become tight again in 2022.
The report states that head-mounted displays supporting high-speed wireless transmission is the key to improving the user experience of the Metaverse. It is expected that the mainstream WI-Fi specifications adopted by head-mounted displays in 2022, 2023 and 2024 will be Wi-Fi 6/6E, Wi-Fi 6E/7 and Wi-Fi 7 respectively; it is believed that the iPhone 14 and Apple head-mounted displays are equipped with Wi-Fi 6E, which is expected to drive more competitors' products to adopt WI-Fi 6E.
IT Home learned that Guo Mingchi pointed out in the report that Jingde is expected to start shipping LTCC for Metaverse hardware devices in 2022. It is expected that the LTCC usage of Wi-Fi 7, which will be commercialized in the second half of 2023 to the first half of 2024, will be further higher than that of Wi-Fi 6E.
In addition, the report also mentioned that it is estimated that China's mobile phone shipments in 2022/2021 will be 300-310 million/310-320 million units, and the penetration rate of 5G mobile phones will be about 85-90%/80-85% respectively. The latest survey shows that the supply shortage of Wi-Fi chips will be alleviated as early as the first quarter of 2022.
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Recommended ReadingLatest update time:2024-11-15 14:52
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