Kuo: iPhone 15 MFi Requirements Expected to Boost Apple USB-C Charger Shipments
Apple's upcoming iPhone 15 series will include support for faster charging speeds when used with MFi-certified USB-C chargers, including its own 20W Power Adapter, according to the latest research note from Apple industry analyst Ming-Chi Kuo.
This year, Apple will transition the iPhone from Lightning to USB-C in order to comply with European regulations that require electronic devices to have non-proprietary, common charging methods.
As part of the move, Apple is expected to restrict certain advantages of USB-C like faster charging and data speeds to work with MFi-certified cables and chargers only. As a result, Kuo believes Apple is anticipating a major increase in demand for its own USB-C 20W Power Adapter. From his latest post on Medium:
I believe Apple will optimize the fast charging performance of MFi-certified chargers for the iPhone 15. Among Apple's chargers, the 20W USB-C model is the most cost-effective choice for iPhone users, resulting in strong replacement demand for 20W USB-C chargers.
In addition to the benefits of owning an Apple-certified charger, Kuo believes that another potential driving factor behind the strong replacement demand will be iPhone 15 customers' desire to own more than one USB-C charger to meet the need for more charging locations.
Given these factors, Kuo says that shipments of Apple's USB-C 20W Power Adapter in 2023 are "expected to see a significant 30–40% YoY growth, amounting to 230–240 million units," with Apple supplier LY iTech standing out as the main beneficiary in terms of revenue contribution.
Since being introduced in 2012, first-party and MFi-certified Lightning ports and connectors have contained a small integrated circuit that confirms the authenticity of the parts involved in the connection. Non-MFi-certified third-party charging cables do not feature this chip, often leading to "This accessory is not supported" warnings on connected Apple devices.
Rumors have suggested that the replacement USB-C port on iPhone 15 models will continue to have a Lightning-like authentication chip, despite USB-C ports on Apple's iPads having no such chip. The concern from a user perspective is that Apple will use the MFi program to limit features like fast charging and high-speed data transfer to Apple and MFi-certified cables. Kuo's latest prediction appears to suggest the same.
Kuo has previously claimed that the USB-C port on the iPhone 15 and iPhone 15 Plus will remain limited to Lightning/USB 2.0 speeds, while faster transfer speeds will be exclusive to the iPhone 15 Pro and iPhone 15 Pro Max models.
Top Rated Comments
Just stop milking this cow already and give us standardized USB-PD.
Also this whole “We care about environment“ is clearly nonsense.
I don't understand why Apple feels the need to screw over the consumer when creating USB-C chargers.