However, nothing is said about the mute switch, a signature hardware feature of the iPhone, which can hardly be emulated by a similar technology. Our guess is that this one will (hopefully) stick around, and won’t be dropped out of the iPhone feature list anytime soon.
Ming-Chi Kuo also seemingly knows which some of the main taptic engine suppliers might be: Luxshare ICT and AAC technologies. Both Chinese companies reportedly expect 80%-100% growth of taptic engine shipments year-over-year in 2023. Ming-Chi Kuo is one of the more respected industry insiders with a great track record when it comes to inside Apple info, so we have no reasons to doubt his claims.
(3/4)
The buttonless design & switch to USB-C are two of the major updates for iPhone 15.Vibrator suppliers Luxshare ICT & AAC are undoubtedly the main buttonless design winners. Taptic Engine shipments will grow by 80-100% YoY in 2023, thanks to the buttonless design.
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) October 28, 2022
However, Ming-Chi Kuo doesn’t expect USB Type-C suppliers to benefit much from Apple’s switch to USB Type-C. Due to the maturity of the technology and the low costs of a unit, the insider doesn’t expect that any relevant suppliers will improve their bottom line by much.
