Time: 2024-09-10
Apple has reportedly been development its own 5 gram modem for iPhones since 2018 , and it look that the bit will finally brand its introduction next year . The supply chain analyst , Ming - Chi Kuo , has estimate that cargo of Apple 's in - house 5 gram bit will range 35 - 40 million unit_of_measurement in 2025 , and will continue to addition to 90 - 110 million unit_of_measurement in 2026 and 160 - 180 million unit_of_measurement in 2027 . Two iPhone model , include the iPhone SE 4 and the extremist - thin iPhone 17 Air , are expect to be let_go_of in 2025 with Apple - plan 5 gram modems.
Currently , all iPhones sell by Apple are equip with Qualcomm modem for cellular connectivity , but Kuo predict that Apple will gradually shift away from exploitation Qualcomm in the future . Apple had widen its 5 gram modem supply agreement with Qualcomm through 2026 earlier this year , supply Apple with enough time to brand the passage . In 2019 , Apple get the majority of Intel 's smartphone modem business as part of its attempt to design its own 5 gram bit . This move is see as a manner to reduce Apple 's reliance on Qualcomm , as Apple had previously action Qualcomm over allege anticompetitive practice and unpaid royalty rebates.
TF International 's reliable Apple analyst , Ming - qi Kuo , recently state that cargo of Apple 's 5 gram modem french_fries will turn rapidly and eventually replace Qualcomm 's Snapdragon 5 G modem french_fries . This passage airs a hazard for Apple , as Qualcomm 's Snapdragon 5 G modem french_fries are highly see even within Apple . The delivery of Apple 's in - house 5 gram modem are expect to addition to 35 - 40 million unit_of_measurement following year , 90 - 110 million unit_of_measurement in 2026 , and 160 - 180 million unit_of_measurement in 2027 . Kuo also mention that this shift away from Qualcomm 's 5 gram french_fries could impact Qualcomm 's bit cargo and license revenue.
Over the old_age , Apple has show its ability to design its own application processor for smartphones , such as the powerful M - series french_fries . If Apple 's gamble on development its own 5 gram modem wage off , it could give Apple More control over the iPhone 's connectivity and potentially let for the integration of exclusive feature into the bit . The success of Apple 's venture into design its own 5 gram modem will be uncover in the approach year , as consumer will see whether the company 's attempt have pay off.