According to Taiwan Media Economic Daily, after the introduction of self-designed A-series and M-series processors into iPhone and Mac products, external sources say that it is building its own 5G baseband and will start to expand the design as soon as 2024.
According to reports, after Apple acquired the Intel baseband team in 2019, the relevant R&D investment layout is expected to gradually appear in the field of mobile phone baseband design. At present, Apple’s baseband chips are provided by Qualcomm.
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According to Apple’s previous lawsuit settlement agreement with Qualcomm, the two parties have signed a six-year contract for the use of Qualcomm’s baseband chips, which will expire in mid-2024. The US ITC document also shows that Apple and Qualcomm will cooperate on baseband chips at least until May 2024. The main products are Qualcomm’s “X55”, “X65” and “X70” products.
According to reports, after the expiration of the contract between Apple and Qualcomm, Apple will begin to use its own 5G baseband, and related chips will also be produced by TSMC. Techinsights and other dismantling data also show that in the iPhone X era, Apple used Qualcomm and Intel baseband chips at a ratio of about 7:3, mainly by TSMC.
Previously Barclays Bank analysts Blayne Curtis and Thomas O’Malley said that Apple’s own 5G cellular modem is expected to be available for all iPhones in 2023. Appeared in the model.
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