From Sam Byford’s “Apple reportedly switching to its own iPhone modem design in 2023” posted Wednesday on The Verge:
Apple is planning to partner with Taiwan Semiconductor Manufacturing Co. for the production of its own 5G modems for future iPhones, according to a new report in Nikkei. Apple is said to be planning to use TSMC’s 4nm process node, which hasn’t yet been deployed for any commercial product; the modem is apparently being designed and tested at 5nm before moving to mass production in 2023 at 4nm.
Apple’s switch to modems of its own design is widely expected to happen in 2023, and TSMC is the natural manufacturing partner. Qualcomm, which is the dominant player in the industry and produces modem components for the entire iPhone 13 lineup, recently said that it expects to account for just 20 percent of iPhone modem orders in two years’ time.
Apple bought Intel’s 5G modem division in 2019, foreshadowing the eventual switch. Earlier that year Qualcomm and Apple agreed to end a costly modem technology patent dispute, with Qualcomm receiving more than $4 billion as part of the settlement.
My take: Old news. See, for example, MacRumors’ Apple-Designed 5G Modem Said to Debut in All 2023 iPhone Models dated 3/11/21.
Friend-of-the-blog Bartley Yee, fearing that the first batch of Apple-designed modems might be slower than Qualcomm’s, writes:
Could it happen that fast? Might they try the new chip in a lower level design like the iPhone SE 2022 where possibly lesser performance would not be a huge problem?