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apple will gradually switch to self-developed 5g baseband in 2025: 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.

guo mingchi predicts that apple will first test the waters on the iphone se4 and iphone 17 air in 2025.

the iphone se4 will most likely adopt the appearance design of the standard version of iphone 13/iphone 14, introducing an oled screen for the first time. the size is the same as the standard version of 6.1 inches. this is also the first time that se has a full screen.

the iphone 17 air, which is the previously rumored iphone 17 slim, is a version that focuses on light and thin body. it uses a 6.55-inch screen, replaces the current plus model, and also supports promotion high refresh rate.