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Supply chain news exposure, Apple will use self-developed 5G baseband, TSMC OEM

News on January 10, according to the supply chain exposure support, Apple is communicating with TSMC, the news reception for Apple to reserve a certain capacity, on the basis of the 5nm process for Apple to manufacture related self-developed 5G modem chips.

Supply chain news exposure, Apple will use self-developed 5G baseband, TSMC OEM

According to the news, Apple's move is intended to reduce the dependence from Qualcomm, hoping to further enhance the cooperative relationship between the two through cooperation with TSMC. Previously, Qualcomm Chief Financial Officer Akash Palkhiwala said that apple is expected to use Qualcomm's 5G modem in the iPhone models shipped in 2023, suggesting that Apple will soon mass-produce self-developed baseband chips. Guo Mingpei, an analyst from Tianfeng International, also said that Apple's own 5G baseband chip may debut in the 2023 iPhone model.

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