Wired
At an investor event early this morning, Qualcomm Chief Financial Officer Akash Palkhiwala said that Qualcomm expects to supply only 20% of Apple’s modem chips in 2023. In other words, Apple’s own 5G baseband should be launched in 2023.
Qualcomm said that this is just a “planning hypothesis for predictive purposes”, but it is consistent with previous rumors.
The modem, also known as the baseband, is the core module responsible for the communication function of the mobile phone. Apple had previously placed all hopes on Intel, but the latter failed to complete the task as scheduled, causing Apple’s 5G phones to come out a year later than Android. After that, Apple shook hands with Qualcomm, which became the only supplier of 5G iPhone basebands.
If Palkhiwala mentioned an accurate time estimate, it means that 2022 will be the last year that Qualcomm will enjoy a monopoly on the baseband of the iPhone.
For many years, it is no secret that Apple has been working on self-developed modem chips (although they have never admitted this). Previous rumors have indicated that Apple’s baseband chips will be launched in 2023.
As early as May, Apple-focused analyst Ming-Chi Guo said that Apple’s 5G baseband chip may make its debut in the iPhone in 2023, which is in line with Qualcomm’s statement. If this happens, Apple may use its own chips in most regions, but still mix Qualcomm’s chips in some regions.
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