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Regarding the iPhone signal problem, it has always been the focus of fruit fans. In order to completely solve this problem, in recent years, Apple has spared no expense to acquire Intel's 5G business, and invested a lot of manpower and material resources to develop the 5G baseband of the exclusive iPhone.
According to outside speculation, Apple will not be able to develop an exclusive 5G baseband until 2024 at the earliest. However, according to the latest news in the supply chain, Apple has increased its capital investment in order to get rid of its dependence on Qualcomm as soon as possible, and it is expected that Apple will soon use self-developed baseband chips. Among them, TSMC will become the exclusive foundry of Apple's self-developed baseband chip, using a 5nm process with an annual production capacity of about 120,000 pieces.
Qualcomm has also hinted that their share of iPhone orders will drop to about 20% in 2023. Although many people think that the proportion of Qualcomm orders will not drop so much, it has to be said that the reason why qualcomm orders can decline is that Apple has used its own baseband.
In addition, Guo Mingxi, a well-known analyst at Tianfeng International, also believes after data analysis that Apple will start to use its own 5G baseband chip on the iPhone in 2023.
It is understood that as early as the acquisition of Intel baseband, Apple has embarked on the road of self-developed baseband. Apple's acquisition of Intel's baseband business is more to convert its absorption into power and promote the rapid development of its own baseband.
In fact, after completing the absorption and integration of Intel's baseband business, Apple's self-developed baseband can already be on the table, but Apple has always advocated that "if it does not sound, it is a blockbuster". Therefore, Apple has not developed the performance of the self-developed baseband to a level far beyond the Qualcomm baseband, and it should not be easily released, which is also one of the main reasons for the long research and development cycle of the self-developed baseband.
Of course, users are more concerned about whether Apple's self-developed baseband can completely solve the problem of weak iPhone signal. On this point, in fact, you can refer to the M series of chips. As an exclusive chip, the M series chip has brought great performance improvements to Apple devices, especially after the release of the M1Pro and M1Max chips, the veteran strong Intel can't sit still and directly released the 12th generation processor to "benchmark" Apple's M series chips.
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