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Apple Reportedly Failed To Develop In-House 5G Modem In Time, Will Continue To Use Qualcomm Chips

Yogesh BrarbyYogesh Brar
30/06/2022
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For some time now, Apple has been working on creating its own 5G modem so that it won’t be dependent on Qualcomm as a supplier. Ming-Chi Kuo, an Apple analyst, now claims that Apple’s initiatives “may have failed.” Kuo announced on Twitter that his “latest study” indicates that progress on the chip has slowed, meaning Qualcomm will continue to be the only source of 5G chips for the iPhone models that will be available in 2023.

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In the past, Kuo was adamant that Apple’s 2023 iPhone models would be the first to feature the new in-house chip. Now, rather than a mere 20 percent, Qualcomm is anticipated to provide all of the chips for the 2023 iPhone models. Although it will take more time, Kuo says that Apple will continue to work on developing its own 5G chips for usage in iPhones and other devices.

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(1/4)
[Company Update] Qualcomm (QCOM.O)

My latest survey indicates that Apple's own iPhone 5G modem chip development may have failed, so Qualcomm will remain exclusive supplier for 5G chips of 2H23 new iPhones, with a 100% supply share (vs. company's previous estimate of 20%).

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 28, 2022

Kuo has not identified the cause of this delay, but in any case, Apple has been drifting away from Qualcomm for some time. The two companies have been engaged in a legal dispute for many years. Apple was eager to purchase certain 5G chips from Intel, but the company was unable to deliver products that met Apple’s requirements.

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    Qualcomm and their 5G modems are not the only thing that Apple has tried to replace. The Cupertino-based company had previously pushed Intel’s chips away from their computing devices and Apple’s in-house M series processors are now being pushed onto more Apple devices.

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