Apple plans to independently develop 5G baseband: major changes may occur in 2025

It was reported on September 7 that Apple plans to use self-developed 5G baseband chips in future iPhone models, which is expected to be implemented as early as 2025. This news was revealed in the latest report released by the famous analyst Ming-Chi Kuo.

According to Ming-Chi Kuo’s report, Apple plans to launch iPhone SE for the first time 4 will introduce a self-developed 5G baseband chip. If successful in this attempt, this technology will continue to be applied in the iPhone release in 2025 or 2026. This decision means that Apple hopes to reduce its reliance on external suppliers and better master the core 5G communication technology.

Apple began planning to independently develop modems as early as 2018, and then acquired most of Intel’s smartphone modem business in 2019 to strengthen its technical strength. However, some industry analysts such as UBI Research's Dae-Jeong Yoon and Barclays analysts Blayne Curtis and Tom O'Malley and others are skeptical about the prospects of Apple's self-developed 5G baseband. They believe that Apple may continue to cooperate with Qualcomm and use Qualcomm as the new iPhone SE and iPhone 16 series modem supplier.

Ming-Chi Kuo’s report triggered widespread discussion about Apple’s future strategy. Whether Apple can successfully implement its independently developed 5G baseband chip will become the focus of close attention in the industry. According to the editor's understanding, this move is expected to further enhance Apple's competitiveness in the field of mobile communications, but it also faces technical challenges and uncertainties. We will continue to monitor this development for more relevant information.

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