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according to fast technology on september 9, apple has been secretly developing its own 5g modem since 2018. the latest news shows that this effort is about to bear fruit and significant progress is expected next year.

supply chain analyst ming-chi kuo predicts that apple's 5g chip shipments will reach 35 million to 40 million in 2025, while shipments in 2026 and 2027 will grow rapidly to 90 million to 110 million and 160 million to 180 million, respectively.

guo mingchi previously revealed thatapple plans to launch two iphones equipped with its own 5g modems in 2025, including the fourth-generation iphone se and the new ultra-thin iphone 17.。

currently, all iphones sold by apple are equipped with qualcomm modems for cellular connections, but with the launch of its own 5g chips, apple is expected to gradually reduce its dependence on qualcomm.

apple's 5g modem supply agreement with qualcomm has been extended to 2026, which provides ample time for apple to develop and deploy its own 5g modems.

the strategy shift heralds further vertical integration for apple in key technology areas and more control over future product lines.