Renowned Apple analyst Ming-Chi Kuo recently shared some exciting details about the iPhone 16 Pro Max’s battery technology in a recent Medium post. Here’s a breakdown of what you can expect:

– The energy density (Wh/kg) of the iPhone 16 Pro Max’s battery cells will be increased, potentially extending battery life without increasing the size or maintaining the same battery life with a smaller size.
– To manage higher battery temperatures due to increased energy density, Apple is introducing a stainless steel battery case for the first time as a thermal management solution.
– While stainless steel may not be as efficient as aluminum in heat dissipation, it offers superior durability and corrosion resistance, providing better protection for the battery and overall iPhone system.
– The ease of removal of the stainless steel battery case aligns with upcoming EU regulations on mobile phone battery replaceability.
– If mass production goes smoothly and receives positive feedback, Apple plans to implement this design across all new iPhone models released in the second half of 2025.

What does this mean for Sunway, a key supplier of stainless steel battery cases? While the initial impact on Sunway’s 2024 revenue may be modest, meeting Apple’s high standards for stamping production processes could lead to better gross margins compared to standard metal stamping parts. Looking ahead to 2025, if this new battery design is adopted for all new iPhones, Sunway could see a significant increase in revenue and profit from these orders.

Exciting times lie ahead for iPhone users and suppliers like Sunway as Apple continues to innovate its products. Stay tuned for more updates on these developments!