Apple has been rumored for some time to be developing its own 5G modem for iPhones, aiming to reduce reliance on Qualcomm. The company has been working toward this goal for years. In 2019, Apple acquired Intel’s 5G modem division, further fueling speculation about a homegrown solution.
Now, these efforts may be nearing fruition. Analyst Ming-Chi Kuo, known for his reliable supply chain insights, shared that Apple’s in-house modem plans are progressing, citing his supply chain sources.
According to Kuo, Apple is expected to ship 35-40 million devices with its own 5G modem next year, increasing to 90-110 million units in 2026 and 160-180 million units in 2027. He also noted that this development could hurt Qualcomm’s 5G chip shipments and licensing revenue.
Back in July, Kuo mentioned that two iPhone models are set to debut Apple’s in-house 5G modem in 2025. These models include the iPhone SE 4, expected in the first quarter of next year, and the ultra-slim iPhone 17 Air, which may launch in the third quarter of 2025.
Apple has always aimed for full control over its hardware ecosystem. Developing its own modem would give the company more autonomy in design, potentially allowing for better integration between iPhones and their cellular connectivity.
There are also rumors that Apple plans to combine the modem with its Wi-Fi and Bluetooth chips into a single, streamlined component. This could improve battery life and overall device efficiency.
As for Qualcomm, the chipmaker has a licensing agreement with Apple that runs through March 2027. However, if Kuo’s predictions are accurate, Qualcomm may face a significant decline in iPhone-related sales as Apple ramps up production of its own modem.
While challenges could still arise, Apple’s in-house 5G modem appears to be moving forward quickly, set to disrupt the smartphone connectivity market in the coming years.
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