Kuo: Apple-Designed 5G Modem for iPhones to Debut in 2025

I'll let you guys beta test that one, let me know how it goes.

If anyone needed a real reason to upgrade their iPhone, buying one BEFORE they switch away from Qualcomm in 2025 would be the biggest one in my book.

The Intel modems were a hot mess ?.

Hopefully, Apple will prove us wrong BUT I wouldn't take that chance until the new modems are proven to be reliable over a period of time.

Hopefully it means better reception

Probably not. Qualcomm's newest modest has AI enhanced abilities to squeeze more out of the RF spectrum.

https://www.macrumors.com/2022/03/01/qualcomm-unveils-new-5g-snapdragon-x70-modem/

Apple hasn't even caught the non-AI enhanced model. Let alone 2 more years for Qualcomm to do more traning to get even better.

The rumbling as to why Apple was to target the iPhone SE4 first was that it was going to skip 5G mmWave band as a feature ( as the current one also does . Apple could get more kinks worked out of 'sub6' 5G before moving on broader spectrum issues. ).

and battery life for the future iPhones.

Wouldn't bet the farm on that either if Qualcomm shifts to a discrete modem that using 2D-3D packaging to cut down on the inter-chip transmission power overhead. ( and it is starting to make less sense to put a modem and the CPU/GPU compute logic on the same die because the fab processes for different usages are going in different directions now. )

More likely best probable outcome for Apple is to get to a modem that is basically a 'tie' ( +/- %3 on most metrics) with Qualcomm. And Apple does the 'eat my own dog food' tie-breaker. (basically just going to avoid Qualcomm's mark-up on prices. ). Apple's supposed mantra is that they will only replace external stuff when they can do a better job. It is much harder to catch folks who aren't slowing down.


Qualcomm isn't being a slouch on the modem front. Every year Apple doesn't catch them there is just more ground to make up. This isn't fumbling , bumbling Intel they are trying to catch. ( the Infineon (where the Intel division Apple picked up) got 'left behind' by Qualcomm too over a decade ago. )

Glad it won’t be coming until after the 16. I plan on holding on to my 12PM until then. Qualcomm modems are tried and true.

It sure will NOT be put into a flagship iPhone in 2025…
Updated SE would be a good pipe cleaner

Analyst sets date long out in the future, and can claim it changed.

I passed the analyst test.