Apple's 5G and Wi-Fi Chips to Launch as Distinct Components [Kuo]
Posted 2 hours ago by iClarified
Apple's 5G modem and Wi-Fi 7 chip will debut separately in future devices, according to a new report from TF International Securities analyst Ming-Chi Kuo.
In a post on X, Kuo clarified his previous prediction that the iPhone 17 would launch with an in-house Apple Wi-Fi 7 chip.
Starting from 2H25, both Apple's 5G and Wi-Fi chips will gradually be used in new products simultaneously. However, since these are two different chips (using different TSMC processes), the early switch-over timelines will differ due to separate production schedules. For example, the iPhone SE4 will move to an Apple 5G modem but still use a Broadcom Wi-Fi chip.
The new iPhone SE 4 is expected in spring 2025 and the iPhone 17 is likely to launch in fall 2025.
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In a post on X, Kuo clarified his previous prediction that the iPhone 17 would launch with an in-house Apple Wi-Fi 7 chip.
Starting from 2H25, both Apple's 5G and Wi-Fi chips will gradually be used in new products simultaneously. However, since these are two different chips (using different TSMC processes), the early switch-over timelines will differ due to separate production schedules. For example, the iPhone SE4 will move to an Apple 5G modem but still use a Broadcom Wi-Fi chip.
The new iPhone SE 4 is expected in spring 2025 and the iPhone 17 is likely to launch in fall 2025.
Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more Apple updates!