Simply yesterday, TF Worldwide’s dependable Apple analyst Ming-Chi Kuo up to date the scenario with a tweet stating that his newest survey of the availability chain revealed that shipments of Apple’s 5G modem chips will develop quickly and finally Apple’s 5G modem chips will absolutely substitute Qualcomm’s Snapdragon 5G modem chips. This can be a fairly dangerous transfer on Apple’s half as a result of Qualcomm’s Snapdragon 5G modem chips have an amazing fame even inside Apple. And if you happen to had been a Pixel 6 Professional person (as I used to be) the pitfalls of utilizing a cellphone with a 5G modem that’s problematic.
TF Worldwide analyst Ming-Chi Kuo forecasts Apple’s in-house 5G modem shipments beginning with subsequent yr’s deliveries. | Picture credit-@mingchikuo
Kuo says that deliveries of Apple’s in-house 5G modem will attain 35 million-40 million models subsequent yr, 90 million-110 million models in 2026, and 160-180 million models in 2027. Kuo, being the fairness analyst he’s, additionally famous that this won’t be good for Qualcomm’s 5G chip shipments and licensing income. Kuo mentioned again in July that two iPhone fashions will debut the in-house 5G modem chip in 2025. These two fashions are the iPhone SE 4 (anticipated to be launched in the course of the first quarter of subsequent yr), and the ultra-slim iPhone 17 Air which may arrive in the course of the third quarter of 2025.
Apple has confirmed that it will possibly design its personal utility processors for smartphones, and remember the highly effective M-series chips that Apple has created. If this gamble pays off, it may give Apple extra management over the iPhone’s connectivity and would possibly permit Apple to design unique options into the chip. Subsequent yr, we’ll see whether or not the lengthy journey Apple took has paid off.
