Apple is gearing up to replace Qualcomm 5G chips with its proprietary chips in 2025, according to reputable Apple analyst Ming-Chi Kuo. This transition marks a significant shift in Apple’s strategy to control its hardware ecosystem more tightly.

Shift to In-House 5G Chips

For years, Apple has depended on Qualcomm’s X-Series 5G modems for its iPhone models. However, Ming-Chi Kuo’s latest insights suggest that starting next year, Apple will begin integrating its in-house 5G chips, initially launching with the iPhone SE 4 and iPhone 17. This phased transition indicates a strategic move to test and refine its chips before broader implementation in future iPhones.

@郭明錤 (Ming-Chi Kuo)

Initial Rollout: iPhone SE 4 and iPhone 17

Kuo’s tweet confirmed that the iPhone SE 4 and iPhone 17 would be the first models to feature Apple’s proprietary 5G chips. This gradual transition allows Apple to address any potential issues and ensure the new modems meet the high standards expected by users.

Development Challenges and Strategic Moves

Apple’s journey to developing an in-house 5G modem has been complex. After acquiring Intel’s smartphone modem business, Apple faced numerous challenges, including integrating mmWave support, rewriting Intel’s existing code, and adding new features while maintaining existing functionalities. Moreover, Apple must navigate potential patent infringements, despite acquiring 17,000 patents from Intel.

Current and Future Contracts with Qualcomm

Apple’s careful transition strategy is reflected in its ongoing contracts with Qualcomm. The company extended its contract with Qualcomm until March 2026 and further extended it until 2027 earlier this year. This cautious approach ensures a smooth transition without compromising the performance and reliability of its iPhones.

Conclusion

Apple’s move to develop and implement proprietary 5G chips marks a significant milestone in its journey towards technological self-reliance. The introduction of in-house 5G modems with the iPhone SE 4 and iPhone 17 will be a critical first step in this transition. Stay tuned for more updates on this groundbreaking development.