It’s no secret that Apple wants to make its own modems for its own smartphones. The company acquired Intel’s modems division some time ago, but as expected, it will be a while before Apple gets where it needs to be. This means that Apple is currently still using Qualcomm’s technology for its iPhones.
However, this is set to change in 2023. During Qualcomm’s Investor Day, Qualcomm CFO Akash Palkhiwala announced to investors that they expect to only ship 20% of Apple’s 5G modem orders in 2023. A subsequent report by DigiTimes also announced that 2022 will be the last year Qualcomm will ship 100% of its modems for the iPhone to Apple.
That means that starting in 2023, the remaining 80% of Apple’s iPhone modem needs will be met by someone else who many have speculated could actually be met by Apple itself. There aren’t many companies that make 5G modems. So, if Apple hasn’t reached out to other companies like MediaTek, there’s a good chance 2023 will be the year Apple launches its own 5G modems.
This wouldn’t be the first time Apple has mixed and matched parts. In the past, Apple has used components from Intel and Qualcomm, so we wouldn’t be surprised if Apple didn’t fully migrate to its own modems first. It remains to be seen how much better (or worse) Apple’s own modems will perform compared to Qualcomm, but we’ll have to wait until 2023 to find out.
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