▲ iPhone Se and iPhone 8
The report predicts that the iPhone se2, which will be launched in the first half of 2020, will use a 10 layer SLP with a line width of 25 & ndash; 30 μ M. In addition, the shipment volume of low-cost iPhone models equipped with any layer HDI is about 20 million in the first quarter to the third quarter of 2019. Considering that the positioning of iPhone se2 is also low-cost products, it is expected that the iPhone se2 will be at least 20 million in 2020 (optimistic situation is 30 million).
The report reiterated the previous forecast that the new iPhones in the second half of 2020 all support 5g, SLP area will increase by 10 & ndash; 15%, and SLP unit price will increase by 30 & ndash; 35%. At the same time, SLP will be upgraded to support 5g, including lower dielectric loss, lower coefficient of thermal expansion and higher glass transfer point temperature. According to the report, the SLP unit price of 2020 5g iPhones will be 30 & ndash; 35% higher than that of iPhone 11 series.