Apple is rumored to have been working by itself 5G modem for iPhones since 2018, and it seems the chip will lastly debut subsequent yr.
Apple provide chain analyst Ming-Chi Kuo right now estimated that shipments of Apple’s in-house 5G chip will attain 35-40 million items in 2025, and “grow rapidly” to 90-110 million items in 2026 and 160-180 million items in 2027.
Kuo beforehand stated two iPhone fashions with an Apple-designed 5G modem will likely be launched in 2025, together with a fourth-generation iPhone SE within the first quarter of the yr and an all-new, ultra-thin iPhone 17 mannequin within the third quarter.
All present iPhones which are presently bought by Apple are outfitted with Qualcomm modems for mobile connectivity, however Kuo expects Apple to transition away from Qualcomm over time. Earlier this yr, Apple prolonged its 5G modem provide settlement with Qualcomm for iPhone launches via 2026, so Apple nonetheless has loads of time.
Apple acquired the vast majority of Intel’s smartphone modem enterprise in 2019, as a part of its efforts to design its personal 5G chip. It’s unclear if Apple’s chip would have any client advantages over Qualcomm’s modems, however it will cut back Apple’s reliance on Qualcomm. In 2017, Apple sued Qualcomm over alleged anticompetitive practices and $1 billion in unpaid royalty rebates. The 2 corporations settled the lawsuit in 2019.
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