Apple's 5G and Wi-Fi Chips to Launch as Distinct Components [Kuo]

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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