Qualcomm CEO and President Cristiano Amon (Cristiano Amon) said at the World Mobile Communications Conference that Apple will produce its own 5G modem chips in 2024. This means that the iPhone 15, which will be released in September this year, will be the last iPhone model equipped with Qualcomm's 5G baseband chip. In the past few years, Apple has been developing 5G modem (modem) chips. The ultimate goal is to make the iPhone equipped with Apple's self-developed 5G chips to replace Qualcomm's 5G chips. Qualcomm has also previously stated that it is aware that Apple will phase out its baseband chips.
According to the latest report from Tianfeng International Securities analyst Guo Mingyu, Apple has restarted the iPhone SE4 project, equipped with Apple's self-developed 5G baseband chip and OLED screen.
It is expected that iPhone SE4 will start mass production in the first half of 2024. Once iPhone SE4 is launched, relying on the large amount of data feedback obtained by iPhone SE4 and the optimization of Apple's self-developed 5G baseband chip, Apple will launch iPhone, iPad, The self-developed 5G baseband chip has been completely replaced on Apple Watch and other models, and the key to whether the iPhone 16 series adopts it depends on whether Apple can overcome the challenge of millimeter-wave satellite communication technology. According to 9TO5MAC, the iPhone 15 chip may pay more attention to battery life: the Apple A17 chip, which is expected to be used in the iPhone 15, may focus more on improving battery life rather than processing performance. This year's IPHONE15, as well as MAC computers using the new M2 PRO chip, are expected to use the new 3NM process that TSMC has just started mass production
With the large-scale commercialization of Apple's self-developed 5G baseband chips, Qualcomm's orders from Apple will be greatly reduced in the next 2-3 years, which will also seriously affect Qualcomm's revenue!
We are a professional distributor of electronic components, providing a wide range of electronic products, saving you a lot of time, effort and cost through our meticulous order preparation and fast delivery service.
Share this post
