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according to domestic media reports on september 7, according to ming-chi kuo’s latest statement, apple’s first self-developed 5g baseband will be used in products such as the iphone in 2025.

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 only the following two apple products in 2025 will use self-developed 5g chips: iphone se 4 (to be launched in spring) and iphone 17 air (expected to be launched in fall).

if all goes well, apple's move will have a certain impact on qualcomm's 5g chip shipments and patent licensing sales.

however, supply chain experts said:the above figures by ming-chi kuo are a bit optimistic. secondly, apple cannot get rid of qualcomm's constraints on millimeter waves.。

relevant sources also said that it is not completely certain that the iphone air (or slim) will use the self-developed 5g modem.

as for iphone's hope of reversing the poor signal situation by relying on its own baseband, there is no need to be too optimistic.

after all, they are still far behind qualcomm and others in baseband research and development. this industry is not just about having technology, but also about matching and adapting with different base stations around the world. if it were so easy, huang would not have quit back then.