Further Report: Apple modems from 2023 – an attack on a billion-dollar incremental market | News

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Tue, 17:14 Economy hair dryerApple’s advances in the chip market have been admired for more than just the first Mac M1s. With the release of the iPhone and iPad, Apple has proven year after year how successful its own chip department is, and over the course of a decade has created well-known desktop variants from tablet/smartphone chips. However, another major project, whose complexity is on par with the CPU and GPU, has received somewhat less media attention. Developing your own modem is considered an open secret, which Apple has never officially confirmed, but gave more than clear instructions. Apple wants to manage another component of the iPhone itself and has set a more than ambitious schedule for doing so. Another report now suggests that the time will come in 2023, just six years after the start of the project.



Own cycles – and opportunities to stand out
Like the Wall Street Journal performs, it’s not just about developing a chip – instead, Apple is attacking the multi-billion dollar market head-on. So far, almost every smartphone maker is a Qualcomm customer and must choose from a chip specialist portfolio. This provides mature and reliable chips, but at the same time offers little room for differentiation. This is where Apple’s plans could begin. Traditionally, Apple has been reluctant to depend on vendors because in this case release cycles are dictated from outside. Native 5G modems, on the other hand, offer not only freer roadmap scheduling, but also unique features such as greater efficiency. This goes hand in hand with lower prices because Qualcomm continues to charge huge amounts of money for expertise.

Qualcomm expects Apple project to succeed
With the acquisition of Intel’s modem division in 2019, more than 2,000 employees have joined Apple. The development of the modem is said to have begun in 2017 after Apple voiced growing dissatisfaction with Qualcomm. The market launch of Apple’s own 5G chips scheduled for 2023 can also be found in Qualcomm’s annual report. They talk about the supply of 50 percent of Apple modems in 2023 – in 2022 it was 100 percent. On the other hand, it remains exciting what type of integration Apple chooses. It was said a few months ago that Apple doesn’t want to bundle 5G functionality with upcoming A-chips, perhaps out of fear of too many failures.

Intel failed due to complexity
If the reports are correct, Apple would have succeeded in another chip project that Intel had a hard time with – the sale of the chip department also happened because Intel showed no success. The hardware itself isn’t even the biggest problem, instead other aspects make it extremely difficult to develop a cellular chip. Each mobile network in the world has certain features. However, a smartphone modem must not only support any constellation, but also maintain backward compatibility with older standards.

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