For Apple, developing important chips by themselves is the top priority of their work, and what is currently being prepared is the baseband problem of A series processors. According to the latest news from the supply chain, apple will use self-developed baseband chips next year in order to reduce the demand for Qualcomm, and TSMC is still their exclusive foundry, which will use the 5nm process and have an annual production capacity of 120,000 pieces.
In fact, Qualcomm has hinted that Apple's self-developed baseband will soon be put into use, and they have also hinted that its share of iPhone baseband orders will drop to about 20% in 2023, Tianfeng International analyst Guo Mingxi said in the investor report that Apple plans to start equipping the iPhone with its self-developed 5G baseband chip from 2023.
It is worth mentioning that Apple actually opened the development of self-developed baseband as early as the acquisition of Intel's baseband business, but the news said that Apple hopes to launch a "high-end baseband", whose performance will far exceed Qualcomm products, so the research and development cycle is long and cannot be applied in the short term. After the self-research base is brought out, will the iPhone signal problem become history?