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No USB-C iPhone? Told You So

12/9/2019

 
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So the famous Ming Chi Kuo is predicting that the iPhone will be completely portless in 2021.
 
In 2021, Kuo is predicting a followup to the iPhone SE 2 as well as a new iPhone model without Lightning connectivity. Kuo says that this would “provide the completely wireless experience,” meaning there would be no ports at all rather than a switch to USB-C from Lightning.—Chance Miller, 9to5Mac
If this happens I have one big “I told you so” coming. And Ming is only the most accurate of all Apple supply chain watchers.
 
For years now, the tech press has been opining for USB-C ports in the iPhone. To which I’ve been saying for an equally long time, why bother with a huge transition like that when it makes much more sense to go completely portless?
 
Here is a bit of my response to the Wall Street Journal in 2017.
 
From a cost accountant’s perspective, ports are one step above evil. They require additional manufacturing processes, they extend the time to complete a single unit, they always involve additional components, and they are above-average offenders for warranty repairs. So from a gross margin perspective, it would make sense to ban all ports from the iPhone.—Perezonomics.com 03/03/2017
 
If you’re wondering what Apple might do, try to guesstimate which is the most profitable option. That won’t always be the answer, but it is more often than not.

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    Robert Perez

    Manufacturing and distribution analysis since 1993.

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