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Apple's 5G modem coming to iPhones in 2023, according to Kuo
Even before Apple bought Intel's modem division, we knew that the Cupertino-based company was developing its own 5G modem. A key component that, unlike others, still requires third parties. Until at least 2023, according to Ming-Chi Kuo, we will see a new 5G modem developed by Apple.
A key component more developed from Cupertino
According to the well-known analyst, Apple plans to include its own 5G modem in the 2023 generation iPhone "not earlier." What happens if nothing changes in the naming structure of the iPhone 15, Apple will stop relying on Qualcomm modems to connect the iPhone.
We expect iPhones to use Apple-designed 5G baseband chips no
earlier than 2023. As Android sales are low in the high-end 5G phone market,
Qualcomm will be forced to compete for more market orders. low-level market to
compensate for the loss of Apple orders. As supply constraints improve,
MediaTek and Qualcomm will have less influence on brands, which will put much
more competitive pressure on the mid-to-low-end market.
We expect Apple's new modems to dramatically improve iPhone connection speeds, reduce latency, and generally improve power balance. Significant improvements over current Qualcomm or Intel modems we've seen in multiple generations of iPhones.
Apple's plans to develop its own modems are a thing of the
past. They preceded the purchase of Intel's modem division in 2019. This move,
given the information we have, prompted Apple to end a long legal battle with
Qualcomm and sign a contract for several years.
Apple designs, not manufactures, the most critical components for the various devices it has sold over the years. From processors to power management ICs, the company sees clear differentiation in customization.
The truth, if you take the M1 chips, for example, is that Apple's
designs are light years away from other companies. We still have a couple of
years to see new modems on the market, but the truth is we can expect major
improvements.
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