Apple has reportedly positioned a serious order for millimeter wave antennas with a brand new second provider in Taiwan for the iPhone 13
Apparently, Apple was the first in the Apple community to report on the unrest that broke out last month at the Wistron iPhone factory in India. Three reports were then published on the possible extent of the damage. Apple put Wistron on probation and a possible middleman fraud into missing wages for employees. We now learn that Wistron has indirectly received some good news from Apple lately.
A supply chain report from Taiwan found today that a company called Qiqi is currently receiving a major order for millimeter-wave antennas for the iPhone 13, which could signal the expansion of the technology to other iPhone models in the United States this year. Apple is also working with overseas telecommunications companies to expand millimeter-wave antennas to iPhones worldwide in the next few years.
According to the report, the The Wistron Group invested in the Qiqi Netcom factory and has now entered the iPhone supply chain for millimeter wave antennas for the first time and this year shares it with the Japanese electronics giant Murata Manufacturing Co.
Qiqi is an important layout of the Wistron Group in the Netcom area. Wistron holds approximately 22.6% of the shares and is the largest single shareholder.
The large order for millimeter wave antennas for the new iPhone 13 series is the first time that a Taiwanese manufacturer has supplied antenna items from Apple, which are of crucial importance for the quality of iPhone reception.
Qiqi Chairman Xie Hongbo, who was once CEO of Wistron’s NeWeb Corporation, announced at the legal conference a few days ago that 5G-related product shipments will increase significantly this year, especially in the US market the millimeter wave-related antennas are used. It’s optimistic that 5G revenue will account for a larger percentage this year than it was in 2020. Two to three times as much, which vaguely shows that a major contract is near.
An authoritative source said millimeter waves can also reflect the characteristics of 5G ultra-high speed, low latency and wide connectivity compared to the current 5G mainstream global sub 6. It is known as “true 5G” which is making Apple actively invest.
The millimeter wave iPhone antenna design is more complicated. Qiqi has been working in the millimeter wave field for many years, so Apple is working with Qiqi. Qiqi’s iPhone antenna offering is a major breakthrough in Taiwan’s netcom industry.
Qiqi has achieved a breakthrough in the built-in antenna of laptops with a global market share of up to 35%, making it a leader. This is of great help for Wistron laptop OEM orders.
In the past, the Wistron Group has focused on assembly in the iPhone supply chain. Previously assigned to Lixun’s Kunshan factory in mainland China, it was actively expanding the iPhone production layout outside the mainland. As Qiqi enters the main supply chain for antennas for the iPhone, the Wistron Group will play a more important role in the overall iPhone supply.
As governments and telecommunications companies in different countries sequentially open up the 5G millimeter wave spectrum and build 5G millimeter wave networks, Apple continues to invest in related technology research and development. This year’s iPhone 13 series is designed to improve millimeter waves.
According to industry sources, Apple was actively looking for a second millimeter wave antenna supplier and Qiqi Queping was selected to win the 13 millimeter wave antenna contract for the iPhone and to share the contract with Murata.
According to company analysis, Qiqi has good skills in antenna design, packaging, testing, modularization and antenna modularization of micro devices. The company also works closely with Qualcomm, including 5G devices, 5G vehicles, and Wi-Fi 6, 6E products. The development and design of Qualcomm chips is also one of the key factors for Qiqi, who won the order for a 13 millimeter wave antenna for the iPhone.
While the MacBook Pro is unlikely to offer millimeter-wave 5G this year, Qiqi’s expertise in telecom antennas for notebooks could be something Apple could leverage in the future. Currently, Qiqi’s order from Apple is reportedly focused on iPhone 13 devices.