Apple iPhone 16 Pro Max battery leaked: improved energy density, stainless steel casing for the first time, main supplier of Xinwei Communications

Thanks to the netizens who sent me clues! According to news on May 17, Ming-Chi Kuo released an investment briefing today, believing that Apple will increase the energy density (Wh/kg) of the iPhone 16 Pro Max battery, which means that the battery life will be stronger under the same volume and the volume will be smaller under the same battery life.

Attached are Ming-Chi Kuo’s briefing points as follows: My latest supply chain survey points out that the energy density (Wh/kg) of the iPhone 16 Pro Max’s battery cells will increase, and the benefits are the same The battery size has longer battery life, or the battery size can be reduced with the same battery life. Increasing the energy density of the battery core will increase the temperature of the battery during operation. In order to prevent the battery from overheating, Apple has adopted a stainless steel battery case as a heat dissipation solution for the first time. Although the heat dissipation effect of stainless steel is not as good as that of aluminum, it is stronger and less susceptible to corrosion. Therefore, in addition to heat dissipation, the stainless steel battery case also provides better protection for the battery and iPhone system. The use of stainless steel battery cases can also reduce the difficulty of disassembling the battery. This design can help Apple comply with EU standards for mobile phone battery removability in the future. If the mass production of this new battery design (battery core energy density upgrade & stainless steel battery case) goes smoothly and the feedback is good, the new iPhone in 2H25 will fully adopt this new battery design. Xinwei Communication is the main supplier of stainless steel battery cases. This order will contribute less than 5% to Xinwei Communication's revenue in 2024. However, because Apple has high standards for stamping production procedures, the gross profit margin is better than that of general metals. Stamping parts will help Xinwei Communications make profits in 2H24. Looking forward to 2025, if all 2H25 new iPhones adopt this new design, the contribution of available orders to Xinwei Communications' 2025 revenue and profits is expected to increase by 200–250%, which will be beneficial to Xinwei Communications' 2025 operating performance .

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