Apple is rumored to be developing its own 5G chip for future iPhones, but Qualcomm is expected to remain the supplier of modems for all iPhone 15 and iPhone 16 models, suggesting Apple’s chip won’t be on the market until at least 2025 will come.


In a research note on Friday, Haitong International Securities analyst Jeff Pu said he expects iPhone models released in 2024 to use Qualcomm’s yet-to-be-announced Snapdragon X75 modem. Like the Snapdragon X70, the X75 is expected to be manufactured based on TSMC’s 4nm process, which will help improve energy efficiency.

In June, Ming-Chi Kuo, an analyst at TF International Securities, pointed out that Qualcomm will remain the exclusive supplier of 5G modems for new iPhone models in 2023 as Apple has not finished developing its own replacement chip. At the time, Kuo said he believed Apple would continue to develop its own 5G chip, but gave no timeframe for when the chip would be ready for use in iPhones.

All four iPhone 15 models are expected to come with Qualcomm’s latest Snapdragon X70 modem, which was announced in February. Like the Snapdragon X65 modem in iPhone 14 models, the X70 theoretically supports download speeds of up to 10Gbps, with newly added artificial intelligence features for faster average speeds, improved coverage, better signal quality, lower latency and up to 60% improved energy efficiency.

All in all, while initial reports claimed that Apple’s own 5G modem could debut in iPhones as early as 2023, the transition could take at least a few years longer.

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