Apple Preparing to Shut In-House 5G Modem Development Months After Extending Qualcomm Deal: Report

Apple is planning to scrap its long-term project to develop its own in-house 5G modem chip, according to a report on a South Korean web portal. Citing supply chain sources, the forum user states that the iPhone maker is preparing to shut down the project completely. Recent reports suggested that Apple was struggling to create its own modem chip despite years of investment and talent acquisition, keeping the company reliant on other chipmakers like Qualcomm for modems for its smartphones.

In the post shared on Naver (via GSMArena), the user states (translated from Korean) that the Cupertino company has begun “winding down its ongoing investment in the 5G modem development department and personnel that it has been developing in-house for several years.” Apple was previously said to be working on a 5G modem chip that could arrive on a smartphone by 2025.

The company’s efforts to design its own modem chip for the rumoured 4th generation iPhone SE model appears to have been unsuccessful and is “expected to be completely cleaned up,” the post states. The claims made in the post have been corroborated by Revegnus (@Tech_Reve) a tipster on X (formerly known as Twitter), who claims that he received the same information from a Japanese source.

Earlier this month, reports stated that Apple’s plans to bring its own 5G modem chip to a smartphone were unlikely to materialise until the end of 2025 or early 2026. The Bloomberg report came months after Apple renewed its deal with Qualcomm to include the latter’s modems in its upcoming iPhone models.

Despite Apple’s successful acquisition of Intel’s modem unit for $1 billion back in 2019 and the company’s efforts to develop a chip that began a year later, the report stated that Apple’s attempt to design its own modem has hit several roadblocks over the years.

In addition to developing a chip without infringing on Qualcomm’s several patents, Apple also faced other challenges while developing its own modem chip. These included the ability to offer fast 5G speeds to compete with chips from Qualcomm — Apple created different versions of the modem and one of them did not have support for millimetre-wave (mmWave) 5G bands that offer much faster speeds than Sub-6 5G bands.

While there’s no public announcement from Apple on whether the company plans to continue developing its own 5G chip, recent reports suggest that the company is unlikely to include its own modem on the successor to the iPhone SE (2022) and might have to rely on Qualcomm or other suppliers for modems on its smartphones for the foreseeable future.


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Apple Could Miss 2025 Target to Replace Vital iPhone Component from Qualcomm: Report

Apple will reportedly miss its target of developing a modem for the iPhone that could see the company replace a vital component sourced from Qualcomm. The iPhone maker was previously tipped to introduce an in-house modem chip for its smartphones within the next couple of years, but a new report suggests that it might be delayed by a year. Apple employees have reportedly been working on the project since 2018, but the company’s alternative to Qualcomm’s modem is said to be years away.

A Bloomberg report, citing unnamed sources at Apple with knowledge of the matter, states that the company is expected to miss its goal to develop an in-house modem chip by early 2025. Instead, the chip could be developed by the end of that year, or in early 2026, according to the report. Earlier this year, Qualcomm and Apple renewed a deal for access to the US chipmaker’s modems for Apple’s iPhone upcoming models.

Apple’s Johny Srouji announced in 2020 that the company had begun development of a new modem chip for its iPhone models. However, it has faced challenges during development — despite acquiring Intel’s modem unit for $1 billion in 2019. The firm missed its plan to include its own 5G modem in an iPhone by next year, and the report suggests that it will not be available until 2026 — when Apple’s deal with Qualcomm is set to end.

When Apple eventually launches its own 5G modem, it might not offer performance on par with competing smartphones equipped with Qualcomm’s modems, according to the report. One of the versions being developed by Apple does not offer support for the short-distance millimetre wave (mmWave) bands that offer extremely high 5G data speeds under certain conditions. Apple would also have to ensure that none of the technologies supported on the chip infringes on Qualcomm’s patents.

Successfully developing its own modem chip would give Apple an advantage over other manufacturers — the company already develops its own mobile processors for its smartphones, tablets, computers, wearables and other devices. However, the report suggests that Apple has run into roadblocks during the development of the component and might eventually introduce the chip on its most affordable smartphone — the purported successor to the iPhone SE (2022).


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iPhone 5G Modem to Be Made on TSMC’s 3nm Process: Report

Apple could switch to its own 5G modems with future iPhone models. Now a new report states that the Cupertino-based tech giant will employ the 3nm technology by Taiwan Semiconductor Manufacturing Company (TSMC) for its in-house 5G modems. The TSMC is expected to start the trial production in the second half of this year. The iPhone 16 series, which is expected to be unveiled in 2024 could come equipped with the company’s own iPhone 5G modem chips. The iPhone 15 models could use Qualcomm’s 5G modems exclusively.

The iPhone maker has been trying to develop its own 5G modems in recent years to reduce dependence on Qualcomm as a supplier. As per a new report by Commercial Times, Apple’s in-house 5G modem chip will be built based on TSMC’s 3nm technology. The supporting RFIC could use the TSMC’s 7nm process node. The chipmaker is expected to begin trial production for Apple in the second half of this year and it could increase the production volume gradually in the first half of 2024.

Apple was earlier speculated to use its in-house 5G modem chips with the iPhone 15 series. This timeline suggests that this year’s lineup could be powered by Qualcomm’s 5G modems. The current iPhone 14 models pack a Snapdragon X65 5G modem chip.

The iPhone 15 series is expected to come equipped with the Snapdragon X70 5G modem chip. Apple’s own 5G modem chips are expected to debut in iPhone 16 series.

TF International Securities analyst Ming-Chi Kuo earlier said that Qualcomm will continue to remain as an exclusive supplier of the iPhone 5G modem chips with a 100 percent supply share. Qualcomm was earlier expected to grab only 20 percent of iPhone modem orders. The modem was said to be designed and tested at 5nm before moving to mass production in 2023 at 4nm. Apple is expected to reveal more details on its 5G modem in the coming days.


Apple launched the iPad Pro (2022) and the iPad (2022) alongside the new Apple TV this week. We discuss the company’s latest products, along with our review of the iPhone 14 Pro on Orbital, the Gadgets 360 podcast. Orbital is available on Spotify, Gaana, JioSaavn, Google Podcasts, Apple Podcasts, Amazon Music and wherever you get your podcasts.
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