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replacing qualcomm! apple will gradually switch to self-developed 5g baseband next year: iphone se4 and others will use it first

2024-09-07

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according to fast technology on september 7, apple spent us$1 billion to acquire intel's 5g baseband business as early as 2019. as a result, the iphone 16 series is about to be released, but it still does not use its self-developed baseband.

last year, qualcomm also announced that it had reached an agreement with apple to continue providing snapdragon 5g baseband and rf systems for iphone phones in 2024, 2025, and 2026.

this means that apple will use qualcomm baseband until the iphone 18 series comes out.

however, apple did not directly give up on the 5g baseband, and internal research and development is still ongoing.

according to ming-chi kuo's latest report, apple's self-developed 5g baseband will be ready to start small-scale shipments next year and will grow significantly in 2026 and 2027.

he predicts that apple's self-developed 5g baseband shipments will reach 35-40 million units in 2025, 90-110 million units in 2026, and 160-180 million units in 2027.