Apple to Fast-Track Its In-House 5G Modem, Replacing Qualcomm Chips

Apple is set to accelerate the introduction of its in-house 5G modem, according to a new report from prominent analyst Ming-Chi Kuo. The tech giant aims to reduce its dependency on Qualcomm by launching its own 5G chips as early as next year.

Kuo’s recent insights suggest Apple will begin shipping its custom-designed 5G modems in two devices: the iPhone SE4 (early 2025) and the iPhone 17 (late 2025). The report projects Apple’s in-house 5G chip shipments to skyrocket, reaching 35-40 million units in 2025, expanding to 160-180 million units by 2027.

This shift could significantly impact Qualcomm, which has long been a key supplier of 5G modems for Apple. In previous reports, Apple was thought to have delayed its modem development, with speculation that the project had even been shelved. However, Kuo’s latest update reveals that Apple’s efforts may be back on track.

By developing its own modems, Apple stands to reap significant benefits, including better performance, improved battery efficiency, and tighter integration between hardware and software. This strategic move aligns with Apple’s broader initiative to take more control over key components, ultimately strengthening its position in the competitive 5G space.