Ming-Chi Kuo:

New 2H17 models may all support fast charging. We believe all three new iPhones launching in 2H17 will support fast charging by the adoption of Type-C Power Delivery technology (while still retaining the Lightning port). A key technical challenge lies with ensuring product safety and stable data transmission during a fast charge. In order to achieve that goal, we think Apple will adopt TI’s power management and Cypress’s Power Delivery chip solutions for the new iPhone models. We note the OLED version may have a faster charging speed thanks to a 2-cell L shaped battery pack design.