Apple may rely on Qualcomm to supply the 5G modem for its next two generations of iPhone, according to a new report from Haitong International Securities analyst Jeff Pu.
In a research note seen by MacRumors, Pu says Apple will likely use Qualcomm's unannounced Snapdragon X75 modem for 2024 iPhone models. Similar to the Snapdragon X70, Pu believes the X75 will be manufactured on TSMC's 4nm process, resulting in power efficiency improvements.
Although Apple acquired Intel's 5G modem business in 2019, it has so far failed to produce an in-house modem chip for mass production. Despite hints from Qualcomm that Apple could transition to its own chip next year, industry sources don't think it will be ready. Pu's report pushes Apple's timeline even further back.
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In a research note seen by MacRumors, Pu says Apple will likely use Qualcomm's unannounced Snapdragon X75 modem for 2024 iPhone models. Similar to the Snapdragon X70, Pu believes the X75 will be manufactured on TSMC's 4nm process, resulting in power efficiency improvements.
Although Apple acquired Intel's 5G modem business in 2019, it has so far failed to produce an in-house modem chip for mass production. Despite hints from Qualcomm that Apple could transition to its own chip next year, industry sources don't think it will be ready. Pu's report pushes Apple's timeline even further back.
You can download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more updates.