信維通信為新款iPhone 16 Pro Max的電池能量密度升級的主要受益者 / Sunway is a major beneficiary of the new iPhone 16 Pro Max’s battery energy density upgrade
2 min readMay 17, 2024
- 我最新的供應鏈調查指出，iPhone 16 Pro Max的電池芯之能量密度 (Wh/kg) 將提升，好處在於同樣的電池體積下有更長的續航力，或同樣續航力下降低電池體積。
- 提升電池芯的能量密度會提升電池運作時的溫度，為避免電池過熱故Apple首度採用不鏽鋼製的電池殼做為散熱方案。
- 不銹鋼的散熱效果雖不如鋁，但較堅固且不易被腐蝕，故除散熱外，不銹鋼電池殼對電池與iPhone系統亦提供了更好的保護性。
- 採用不鏽鋼電池殼也能降低拆卸電池的難度，此設計能協助Apple未來符合歐盟規範手機電池可拆卸性的要求。
- 若此新電池設計 (電池芯能量密度升級 & 採用不鏽鋼電池殼) 量產順利且反饋良好，2H25新款iPhone將全面採用此新電池設計。
- 信維通信為不鏽鋼電池殼的主要供應商，此訂單對信維通信的2024年營收貢獻低於5%，但因Apple對沖壓生產程序要求標準高，故毛利率優於一般金屬沖壓件，有利信維通信2H24獲利。展望2025年，若所有2H25新款iPhone均採用此新設計，則可訂單對信維通信2025年營收與利潤的貢獻可望成長200–250%，有利信維通信的2025年營運動能。
- My latest supply chain survey indicates the energy density (Wh/kg) of the battery cells of iPhone 16 Pro Max will increase, which has the benefit of longer battery life with the same battery size or lower battery size with the same battery life.
- Increasing the energy density of the battery cells will increase the battery temperature when running. To avoid overheating the battery, Apple uses the stainless steel battery case for the first time as a thermal solution.
- Stainless steel is not as effective as aluminum in dissipating heat, but it is more robust and less susceptible to corrosion, so in addition to dissipating heat, the stainless steel battery case provides better protection for the battery and the iPhone system.
- The use of a stainless steel battery case also reduces the difficulty of removing the battery, which will help Apple comply with the European Union’s requirements for mobile phone batteries’ replaceability in the future.
- If the mass production of this new battery design (upgraded energy density of battery cells & adoption of the stainless steel battery case) goes well and the feedback is favorable, this new battery design will be adopted in all 2H25 new iPhone models.
- Sunway is a major supplier of stainless steel battery cases. The contribution of this order to Sunway’s 2024 revenue is less than 5%, but due to Apple’s high requirements for stamping production processes, the gross margin is better than that of general metal stamping parts, which is favorable to the profitability of Sunway in 2H24. Looking forward to 2025, if all 2H25 new iPhones adopt this new design, the contribution of the order to Sunway’s 2025 revenue and profit is expected to grow by 200–250%, which will be favorable to Sunway’s 2025 business momentum.
