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Apple poised to introduce self-developed 5G modem in iPhones by 2025
Apple is expected to equip iPhones with its self-developed 5G modem in 2025, including the newest iPhone SE as soon as 1H25 and certain iPhone 17 models in 2H25.
The tech giant's self-developed Wi-Fi chips are also anticipated to debut around 2025, though the specific product and timeline for their introduction remain uncertain. By adopting its own chips, Apple will assume full responsibility for any connectivity performance issues, which could potentially impact smartphone shipment momentum. If Apple succeeds with its 5G modem and Wi-Fi chips, it could significantly impact Qualcomm and Broadcom, reducing a substantial portion of both companies' shipment volumes.
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