Title: Apple’s Transition to In-House 5G Modems: A Move by 2027
Article:
In a significant development in the smartphone industry, Apple is on the brink of a major shift in its supply chain strategy for 5G technology. According to reports, Apple could completely phase out Qualcomm’s 5G modems by as early as 2027. This strategic move is poised to give Apple greater control over its hardware and potentially enhance the performance and efficiency of its devices.
The journey to this point began in 2019 when Apple acquired Intel’s 5G modem division for $1 billion. Despite initial challenges and rumors of setbacks, it appears that Apple is making strides in developing its own 5G modems. Analyst Ming-Chi Kuo, known for his accurate supply chain insights, has projected that Apple’s in-house 5G chip shipments will see rapid growth, replacing Qualcomm’s 5G chips.
Kuo’s latest survey indicates that Apple’s in-house 5G chip shipments are expected to reach 35-40 million units in 2025, increasing to 90-110 million in 2026, and ultimately reaching 160-180 million in 2027. This growth trajectory suggests that Apple is making substantial progress in its internal development and is preparing to scale up production significantly.
Kuo’s reports have been a reliable source for Apple-related supply chain information, and his latest findings suggest that the entry-level iPhone SE 4 and the potentially high-end iPhone 17 Slim will be the first models to feature Apple’s own modems. The iPhone SE 4 is expected to be launched in the first quarter of 2025, while the iPhone 17 Slim is set to be announced in September of the same year.
Apple’s long-standing goal has been to rely on its own technology to replace Qualcomm’s, thereby gaining greater and exclusive control over its hardware. Until its in-house modems are ready, Apple has been procuring 5G modems from Qualcomm. Most recently, it was reported that Apple had secured a license to use Qualcomm modems until at least March 2027. However, if Kuo’s projections are accurate, Qualcomm may see a considerable decline in sales to Apple as the iPhone manufacturer steps up its production capabilities.
This transition is not just a strategic move for Apple; it also represents a shift in the broader technology landscape. As Apple continues to develop and integrate its own 5G technology, it could set a new standard for innovation and self-sufficiency in the smartphone industry.
For consumers, the implications of this transition are significant. Enhanced performance, improved battery life, and potentially more competitive pricing could be on the horizon as Apple takes full control of its hardware ecosystem.
As we look forward to the next few years, the world will be watching closely to see how Apple’s transition to in-house 5G modems unfolds and what impact it will have on the tech giant’s future product offerings.
William Gallagher is a historian and senior editor at AppleInsider, with over 30 years of experience discussing Apple technology. His work includes contributing to BBC and Big Finish Doctor Who radio dramas.
Note: This article is based on the provided information and is intended to give a comprehensive overview of the topic. For the most current and accurate information, please refer to the original source.
[Original Source: Apple could completely ditch Qualcomm’s 5G modems by 2027 – Quiller Media, Inc.]
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