


News on September 7, recently, the latest research report released by Tianfeng Securities analyst Ming-Chi Kuo revealed Apple’s major plans. According to the report, Apple plans to launch its own 5G baseband chip developed in 2025, which will be used in the iPhone series for the first time.
The application of self-developed 5G baseband will be first launched on iPhone SE 4, this will be an important milestone. If the move is successful, it is expected to be widely used in new iPhone models in 2025 or 2026. This plan means that Apple is gradually reducing its dependence on external suppliers and taking more independent control of its core technologies.
Previously, some market analysts had expressed doubts about the prospects of Apple’s self-developed 5G baseband, believing that it faced many challenges. However, Ming-Chi Kuo's report pointed out that Apple has been planning to develop its own 5G baseband since 2018, and also acquired most of Intel's smartphone modem business in 2019 to strengthen its technical capabilities.
Despite this, according to the editor’s understanding, Qualcomm is still expected to continue to provide products for the new iPhone SE and iPhone The 16 series offers modems, maintaining its partnership with Apple. This cooperation is expected to help Apple achieve the smooth launch of its own 5G baseband while ensuring the stability of the supply chain. This news has triggered widespread concern in the industry about Apple's future innovation capabilities and competitiveness.
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