Apple’s 5G Revolution: Insiders Reveal Homemade Chipset to Power Next-Gen iPhones
- Apple's supply chain analyst Ming-Chi Kuo expects the company to launch iPhones using its own 5G modem chips next year.
- Apple acquired Intel's smartphone modem division in 2019 and has been developing its own chips based on the technology.
- According to Kuo, Apple's own 5G chip shipments are expected to reach 35 to 40 million units in 2025, growing rapidly to 90 to 110 million units in...
Apple’s 5G Modem Chips: A New Era for iPhones
Apple’s supply chain analyst Ming-Chi Kuo expects the company to launch iPhones using its own 5G modem chips next year. The rollout will begin with the fourth-generation iPhone SE in the first quarter, followed by the ultra-thin iPhone 17 in the third quarter. This move is expected to significantly reduce Apple’s dependence on Qualcomm modem chips, which are currently used in all iPhones.
Apple acquired Intel’s smartphone modem division in 2019 and has been developing its own chips based on the technology. While it’s unclear whether consumers will notice a difference, the switch to Apple’s own 5G chips will likely have a significant impact on the company’s supply chain and manufacturing process.
According to Kuo, Apple’s own 5G chip shipments are expected to reach 35 to 40 million units in 2025, growing rapidly to 90 to 110 million units in 2026, and then to 160 to 180 million units in 2027. This growth will likely be driven by the increasing demand for 5G-enabled devices and Apple’s expanding product lineup.
Apple’s decision to develop its own 5G modem chips is a strategic move to reduce its reliance on Qualcomm and gain more control over its supply chain. The company renewed its contract with Qualcomm earlier this year, extending the agreement until March 2027. However, with the launch of its own 5G chips, Apple is likely to gradually phase out its reliance on Qualcomm’s technology.
What to Expect from Apple’s 5G Modem Chips
While the exact details of Apple’s 5G modem chips are not yet clear, the company’s decision to develop its own technology is likely to have a significant impact on the smartphone industry. With its own 5G chips, Apple will be able to design and manufacture its iPhones with more flexibility and control, potentially leading to improved performance, efficiency, and innovation.
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