最快需至2025年iPhone主板才會採用RCC材料 / It will take until 2025 at the earliest for the iPhone mainboard to use RCC material

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  1. RCC因不含玻纖布,故可降低主板厚度 (亦即能節省內部空間) 且有利鑽孔加工。然而,因較脆弱特性而無法通過落摔測試,故2024年iPhone 16將不採用RCC。
  2. 目前Ajinomoto為RCC材料之領導廠商,若Apple與Ajinomoto能在3Q24前改善RCC材料特性,則2025年新款高階iPhone可望採用。
  1. RCC can reduce the thickness of the mainboard (i.e., it can save internal space) and make the drilling process easier because it’s fiberglass-free. However, RCC will not be adopted in the 2024 iPhone 16 due to its fragile characteristics and inability to pass drop tests.
  2. Currently, Ajinomoto is the leading supplier of RCC material. If Apple and Ajinomoto can improve the RCC material before 3Q24, the 2025 new high-end iPhone 17 models will use it.

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郭明錤 (Ming-Chi Kuo)

天風國際證券分析師,分享科技產業趨勢觀察與預測。An analyst at TF International Securities. Sharing observations and predictions of tech industry trends.