It looks like Qualcomm will continue to be Apple’s exclusive provider of 5G modem chips for the foreseeable future because of Apple’s inability to create its own technology in time.
Apple has reportedly been working with Taiwan Semiconductor Manufacturing Company (TSMC) on its own 5G modem chips for iPhones, according to previous rumors. Now, a well-known Apple expert has claimed that a poll has shown that the business has failed to create its own 5G modem chips in time for the debut of the iPhone 15 in the second half of 2023.
According to TF International Securities analyst Ming-Chi Kuo, Apple may not have developed iPhone 5G modem chips in time for the iPhone 15, based on his current survey. Kuo also predicted that Qualcomm would be Apple’s exclusive iPhone 5G modem chip supplier with a 100 percent stake, despite its own estimate of 20 percent.
According to my most recent survey, it appears that Apple’s own iPhone 5G modem chip development may have failed. Therefore, Qualcomm will remain the exclusive supplier of 5G processors for 2H23 new iPhones, with an exclusive 100 percent supply share, he tweeted.
According to Kuo, being the only provider of iPhone 5G modem chips, could lead to Qualcomm’s profitability exceeding market projections in the second half of 2023 and the early half of 2024, he added.
Apple iPhone 5G modem chips could be made by Apple, according to the expert. However, Qualcomm’s other businesses would have grown enough to compensate for the loss of orders for 5G modem chips by the time the tech giant makes a breakthrough in this area.
According to an earlier report, Apple is reportedly working with TSMC to build its own iPhone 5G modem chips for future handsets. Before switching to commercial manufacturing at 4 nm in 2023, the modem was stated to have been created and tested at 5 nm.