Apple's 5G modem strategy: Why the company is taking so long
Apple has been trying to develop its own 5G technology for the iPhone since 2019. This is a "long game", according to a report - the company is taking its time.
An iPhone: still only with Qualcomm 5G.
(Image: Apple)
Apple has had its own department for the development of mobile technology since 2019. At that time, the company took over Intel's 5G modem department, which was based in Bavaria, among other places. Since then, a lot of money has flowed into the division, but Apple still seems to be a long way from a product - namely iPhones without a Qualcomm modem. An analysis by the financial news agency Bloomberg now states that Apple is playing a "long game" here, i.e. with a clear view to the future. According to the report, the work on 5G chips (and later 6G) goes far beyond becoming more independent of one supplier.
More space in the device and less expenditure
Apple recently even extended its supply contract with Qualcomm until 2027. However, this is only part of the strategy. Apple wants to pay less for the 5G technology - if it is its own, it will succeed. However, there will then also be fees for patent rights. In principle, however, Apple's aim is to create a single component that combines mobile communications, Wi-Fi and Bluetooth. Ultimately, the wireless area could migrate entirely to Apple's M-series system-on-a-chip.
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Apple hopes to save space in the iPhone (or other devices) in order to have "more design choice", for example through new form factors. The money saved at Qualcomm could also be invested in new functions and components. Bloomberg compares the strategy to the development of Apple's Neural Engine AI chip, which has been in use since 2017 and has been improving ever since - and is now a central element of Apple Intelligence.
First niche products, then the rest
The Bloomberg report once again confirms that Apple's rollout of its own 5G modem will be gradual. Niche products are planned first, before the main models receive the function. The iPhone SE 4, which is expected in spring 2025, could be the first Apple smartphone with its own mobile modem.
Chip boss Johny Srouji has opted for such an approach in order to avoid problems, as such a component must be tested worldwide in order to be compatible with all networks. Apple therefore has no problem investing billions in the project - and has already done so.
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