The current position: Home > LATEST NEWS > A new wave of consumer electronics is coming! Apple's multiple new products are about to debut, and plastic products such as PC, ABS, and PE are benefiting? >
The release of the iPhone 15 series models may bring the biggest wave of consumer electronics this year. The impact on the plastic industry and the plastic market may be reflected in the following aspects:
1. Changes in demand for mobile phone shells: PC is the main shell material for iPhone, with good strength, wear resistance, and UV resistance. The buttons and vibration motor frame of the iPhone usually use ABS plastic. The release of the new iPhone model will directly drive the demand for raw materials for mobile phone casings such as PC and ABS.
2. Changes in Charging Material Requirements: The new iPhone model will use the USB-C interface for the first time, replacing the previous Lighting interface. This will bring about a large demand for USB-C charging cables, which will affect the raw materials of charging cables such as PVC, TPE, and TPU. In addition, the demand for ABS, which is commonly used to make iPhone charger cases, will also increase.
3. The demand for battery separators has increased: PE is one of the most common battery separator materials. IPhone batteries typically use an extremely thin PE separator, which has the advantages of good electrical insulation and high mechanical strength. In addition, PP has better high-temperature resistance than PE and is also a commonly used material for iPhone battery separators, so the demand for these materials may also increase.
4. Diversification and differentiated customization: The iPhone series and configurations will become increasingly diverse, which requires the plastic industry to provide differentiated and customized materials and solutions.
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The chip configuration for the iPhone 15 series has been determined. The latest iOS 17 code shows that iPhone 15 and iPhone 15 Plus will use the A16 chip, which is also used by iPhone 14 Pro. The iPhone 15 Pro and iPhone 15 Pro Max will be upgraded to the world's first 3nm chip A17.
It is worth noting that the industry has reported that Apple will release a new phone in the third week of September this year. Many American telecommunications companies have requested employees not to take a vacation on September 13th, which is highly likely the day when Apple releases the new phone. Haitong Securities stated that the iPhone 15 will use 3 nanometer chip technology for the first time, the simulation chip of A17. Meanwhile, the Lighting interface that has accompanied the iPhone for 16 years will become the USB-C interface. The battery capacity of mobile phones will also increase by about 15%. This will drive changes in industries such as charging and high-end phone cases, and is expected to bring the largest wave of consumer electronics this year.
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