In a significant move toward technological independence, Apple is set to introduce its custom-designed 5G modem in the upcoming iPhone SE 4, followed by an in-house Wi-Fi 7 chip in the iPhone 17 Pro series, according to multiple industry analysts. This strategic shift marks Apple’s bold step away from key suppliers Qualcomm and Broadcom, with full adoption expected by 2027.
Analyst Insights Reveal Apple’s Chip Strategy
“Apple’s custom modem and Wi-Fi 7 chips will achieve majority adoption in iPhones by 2027,” reports Jeff Pu, analyst at Haitong International Securities, in his latest research note.
The Hong Kong-based investment firm’s analysis aligns with recent predictions from renowned Apple supply chain analyst Ming-Chi Kuo, who independently confirmed the timeline for these technological implementations.
iPhone SE 4: Pioneering Apple’s Custom Modem
The fourth-generation iPhone SE, expected in early 2025, will serve as the launch platform for Apple’s first custom 5G modem. The device represents a significant upgrade with features including:
- 6.1-inch OLED display
- Face ID authentication
- Next-generation A-series chip
- USB-C port integration
- 48-megapixel rear camera
- 8GB RAM with Apple Intelligence support
- First Apple-designed 5G modem
iPhone 17 Pro: Next Phase of Integration
Following the modem debut, Apple plans to introduce its custom Wi-Fi 7 chip in the iPhone 17 Pro series during the second half of 2025. According to Kuo, the initial rollout will begin with at least one iPhone 17 model, potentially the rumored ultra-thin version.
“Apple’s 5G and Wi-Fi chips are currently separate components that will be gradually integrated into new products starting in the second half of 2025,” explains Ming-Chi Kuo in his latest market analysis.
Strategic Industry Impact
This technological transition marks a significant shift in Apple’s component strategy:
- Current reliance on Qualcomm for modems will decrease
- Broadcom’s role in providing Wi-Fi and Bluetooth components will diminish
- Apple gains greater control over technology integration
- Potential for long-term cost optimization
Transition Timeline
The implementation schedule reveals a measured approach:
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