The Apple 5G modem chip is delayed and this means that the iPhone 15 is likely to get Qualcomm chips in 2023.
Apple’s 5G chip development could be significantly delayed if not a complete failure! And that’s not good news for its iPhone 15 chip plan. This was revealed by Apple analyst Ming-Chi Kuo, who tweeted on the latest Apple 5G modem status. According to reports, Apple acquired Intel’s modem business in 2019 to start producing in-house 5G chips for iPhones and not rely on outsourcing jobs to other companies around the world. Although development of Apple’s 5G modem began in late 2020, Kuo’s latest revelation indicates that Apple may not be ready to move to 5G chips of its own until 2024. iPhone 15 launch is in 2023.
“My latest survey indicates that Apple’s own iPhone 5G modem chip development may be failing,” Ming-Chi Kuo says in the tweet. This means that Qualcomm will remain the exclusive supplier of 5G chips for Apple’s 2023 iPhones. After the launch of the iPhone 14 series this year, Apple is expected to launch the iPhone 15 series in 2023. This means that as predicted by Kuo, the iPhone 15 series will also get Qualcomm’s 5G chipset. Even the current iPhone 13 series uses Qualcomm’s chipset.
According to Kuo’s prediction, “Qualcomm’s revenue and EPS in 2H23-1H24 will beat the market consensus as 2H23 is its sole supplier position for the new iPhones’ 5G chips as Apple fails to replace Qualcomm.” However, by the time Apple is ready with its own 5G chipset and may plan to replace it in the upcoming iPhone, Qualcomm is expected to develop enough to offset the negative impacts that the iPhone has had. Will be due to the loss of orders for 5G chips. ,
But what are the reasons behind the delay in Apple’s 5G baseband for the iPhone? Industry people aware of the situation claimed that the 5G baseband is different from other chips, a report by GizChina mentioned. Since the design and production are not direct, there is a need to test these 5G bands across a full range of different operators. It makes for a lengthy process, and the pandemic has managed to slow Apple’s progress further.