For some time now, rumors have been circulating online that Apple is developing its own 5G modem for the iPhone to reduce dependence on Qualcomm. Now, analyst Ming-Chi Kuo has stated that the first 5G modem Apple will get is the iPhone SE 4.
The new iPhone SE will debut in the first quarter of 2025. Besides it, Apple's 5G modem is also worth waiting for in the iPhone 17 Air, which will debut in the third quarter of 2025.
My latest supply chain survey indicates that Apple's in-house 5G chip shipments will grow rapidly and replace Qualcomm's 5G chips. It's estimated that Apple's in-house 5G chip shipments will reach 35-40 million units in 2025, 90-110 million in 2026, and 160-180 million in 2027.… https://t.co/miNhd324S9
By the way, according to Kuo, the corporation is expected to ship 35-40 million devices with its own 5G modem next year, increasing this figure to 90-110 million units in 2026 and 160-180 million units in 2027. He also noted that such a development could hurt Qualcomm's 5G chip shipments and licensing revenues.