In this week's investor activity, Qualcomm said that in 2023, it supplies only 20% of Apple's baseband for iPhone. Obviously, this means that the 80% baseband 80% from the iPhone is from a new manufacturer. Although Samsung, UNICA is theoretical, but the latest report emphasizes that Apple has to enable self-research products.
According to the media to quotient, 2022 will be Qualcomm for the last year of exclusive supply baseband for iPhone.
but, 2023 & ldquo; iPhone 15 & rdquo; A17 processor does not integrate baseband, that is, Apple's self-developed baseband still uses a plug-in approach.
In addition, these 20% baseband chips for Qualcomm supply will be mainly used for iPhone old stock models and entry models (such as SE, etc.), and a small amount of regional markets that are not supported by Apple Base.
In July 2019, Apple spent $ 1 billion acquisition of the core assets of Intel baseband business. After that, the baseband R & D speeded up, it is said that TTEM has been prepared for Apple's effort.