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Kuo: Apple’s Work on 5G Modem Chip ‘Failed,’ Qualcomm to Remain Supplier for 2023 iPhones


For the last several years, Apple has been working to develop its own 5G modem chip so that it won’t need to rely on Qualcomm as a supplier, but according to Apple analyst Ming-Chi Kuo, Apple’s efforts “may have failed.”

Apple 5G Modem Feature Triad
Kuo says that his “latest survey” suggests that development on the chip has stalled, which means Qualcomm would remain the exclusive supplier for 5G chips for the 2023 iPhone models. Previously, Kuo believed that Apple’s 2023 iPhones would use modem chips designed in-house rather than Qualcomm chips.

Qualcomm is now expected to supply 100 percent of chips for the 2023 ‌iPhone‌ models, rather than just 20 percent. Kuo expects that Apple will continue to develop its own 5G chips, but it will take more time for the work to be completed and satisfactory for use in iPhones and other devices.

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