Apple's self-made 5G modem chip was passed on to TSMC to produce 120,000 pieces

Apple expects that in 2023, the new generation of iPhone will no longer rely on Qualcomm's 5G modem chip (modem), will begin to use its own design of the chip, semiconductor supply chain recently came out, Apple technology has been developed, will take TSMC's 5-nanometer family process, the annual production capacity of 120,000 pieces, contributing to TSMC's 2023 operating growth momentum can be expected.

Apple iPhone has always used Qualcomm modem chips, foreign investors have previously pointed out that Apple and Qualcomm agreement, Apple launched in 2021 iPhone phone using Qualcomm Snapdragon X60 modem chip, 2022 equipped with Snapdragon X65 modem chip, Qualcomm are in Samsung production; but Apple acquired Intel mobile phone modem chip business in July 2019, the following year began to develop modem chips, in lieu of purchasing from Qualcomm.

Semiconductor supply chain recently reported that Apple's 5G modem chip technology has been developed, will be TSMC's 5-nanometer family of 4-nanometer process production, the annual production capacity of 120,000 pieces, equivalent to 10,000 pieces of production capacity per month, contributing to TSMC's 2023 operating growth momentum can be expected. TSMC said that the silence period before the meeting did not respond to customer and supply chain rumors.