iPhone 15, iPhone 16 are limited to using Qualcomm modems; Apple’s 5G chip is said to be delayed until 2025
iPhone models slated for release in 2023 and 2024 include the iPhone 15 and iPhone 16, which are said to continue to feature Qualcomm’s recently announced Snapdragon X70 chipset and unannounced Snapdragon X75 modem. The upcoming iPhone models in the next two years are said to launch without Apple’s 5G modem, which is said to be in development. The Qualcomm X75 is expected to be manufactured based on TSMC’s 4nm process, in order to contribute to improved power efficiency. Earlier in June, another analyst indicated that Qualcomm will continue to act as the exclusive supplier of 5G modems for new iPhone models that will be released through 2023.
According to a research note by Haitong International Securities analyst Jeff Pu seen by MacRumors, the iPhone 15, possibly in 2023, and the iPhone 16 expected in 2024, could be equiped with the Qualcomm X70 and X75 modems respectively, the Company has in recent years tried to develop its own 5G modem to reduce its reliance on Qualcomm as a supplier.
TF International Securities analyst Ming-Chi Kuo previously noted that iPhone models released in 2023 will be powered by Apple’s own 5G modem chip, with only 20% of the market share remaining with Qualcomm. . However, according to a tweet by Kuo, these efforts may have “failure” delivered on time, which means that 100% of Apple’s iPhone or 5G modem chip supply will still belong to Qualcomm.
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[Company Update] Qualcomm (QCOM.O)My latest survey indicates that the development of Apple’s own 5G iPhone modem chip may have failed, so Qualcomm will remain the exclusive supplier for the 5G chip of the new iPhone 2H23, with 100% market share. provided (compared to the company’s previous estimate of 20%).
– (Ming-Chi Kuo) (@mingchikuo) June 28, 2022
The iPhone 15 models scheduled to launch in 2023 are expected to be equipped with Qualcomm’s latest Snapdragon X70 modem, which was announced by the US semiconductor company in February of this year. The Snapdragon X70 modem supports download speeds of up to 10 Gbps, along with added artificial intelligence capabilities to improve average speeds, coverage, signal quality, lower latency, and efficiency. Up to 60% higher energy use.
As expected, Apple’s 5G modem chipset is only likely to be ready to be loaded on iPhone models by 2025, two years later than previous predictions. According to a previous report, Apple is planning to work with TSMC to produce the company’s own 5G iPhone modem chips for future smartphones. The modem is said to be designed and tested at 5nm before moving to mass production in 2023 at 4nm.
Apple bought Intel’s 5G modem division in 2019 after Qualcomm and Apple agreed to end a costly modem technology patent dispute, with Qualcomm receiving more than $4 billion (about 29,800 crore) as part of the deal. agree.
