Apple’s own iPhone 5G modem chip development may have failed

Over the past few years, Apple has used modems from Intel and Qualcomm on the one hand, while actively developing its own on the other. According to relevant industry insiders, Apple’s first 5G baseband chip will debut in the iPhone series in 2023 at the earliest, corresponding to the iPhone 15 series. At the same time, it will gradually reduce the purchase of Qualcomm’s 5G baseband, which is rumored to account for only 20% of orders by 2023.
However, the latest rumors indicate that Apple’s wishful thinking has encountered setbacks, and the development of modems seems to be more difficult than that of self-developed Arm architecture chips. The well-known analyst Ming-Chi Kua says that: “Apple’s own iPhone 5G modem chip development may have failed, so Qualcomm will remain exclusive supplier for 5G chips of 2H23 new iPhones, with a 100% supply share (vs. company’s previous estimate of 20%).” Rumors say that Apple’s baseband chips won’t be seen until at least 2025.