For a long time, Apple has been reported to be working on a modem to replace the Qualcomm component in the iPhone. While it has been speculated that it will be available in 2023, a report claims that TSMC will be making the component on Apple’s behalf.
Apple will rely on its long-time semiconductor partner TSMC for the fabrication of its iPhone modem, fueling speculation that Apple may use its own modem designs in its flagship device by 2023.
The modem will use TSMC’s 4-nanometer technology, four people familiar with the initiative advised to Nikkei Asia. Rather than just the modem, the sources also claim Apple is working on other connected components, including radio frequency and millimeter wave parts that connect to the modem itself, as well as a power management chip just for the modem.
The report follows a November 16 claim by Qualcomm that it estimates it would only provide around 20% of the modems Apple would need for the iPhone in 2023. Qualcomm didn’t state where it thought Apple would source other modems, but creating its own seems to be the most likely outcome.
Analyst Ming-Chi Kuo also forecasted in May that Apple’s first modem attempt could land as early as 2023.
Qualcomm is the current supplier of modems to Apple after reaching a modem licensing deal in April 2019, ending a major patent licensing trial. The deal also included a multi-year chipset supply agreement and a six-year license agreement.
In July 2019, after Intel signaled its exit from the modem business, Apple signed a billion-dollar deal to acquire related assets, including patents, IP, and key personnel. The purchase effectively handed Apple everything it needed to create its own 5G modems.
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