On February 22, according to the Economic Daily, TSMC squeezed out Samsung with its advanced process advantages and won all of Apple's 5G RF chip orders, which are expected to be applied to the iPhone 14 series launched in the second half of this year as soon as possible.
Some analysts said that the relevant RF chips will be built using TSMC's 6NM process, and the annual demand is expected to exceed 150,000 pieces. It is expected to see Apple's self-developed 5G RF chip on the iPhone 14 series, which is still quite exciting, but Apple's 5G baseband may not be so fast, and small partners may have to wait a little longer.
A mobile phone that supports 5G, in addition to the well-known 5G baseband, related RF components are also indispensable, even if a mobile phone is equipped with 5G baseband, the lack of RF chips, the same can not support the 5G band, such as P50 Pro, although its Kirin 9000, Qualcomm Snapdragon 888 are built-in 5G baseband, but due to the lack of RF components, finally rubbed shoulders with 5G.
As for Apple spending a lot of money to engage in self-research, in fact, it still wants to get rid of Qualcomm's "claws". We all know that Apple has previously had conflicts with Qualcomm, resulting in several generations of iPhones can not use Qualcomm's baseband, signal strength and network stability are at the bottom all year round.
We can use Qualcomm's 5G baseband iPhone, but Apple was forced to bow to Qualcomm and pay a high compensation to reach a settlement. Nowadays, the global chip shortage phenomenon is very serious, the price of various chips has risen sharply, Qualcomm may take this opportunity to increase the asking price of 5G-related chips, Apple is naturally unwilling to be contained, it made up its mind, and took the road of baseband and RF chip self-research.
In addition to 5G-related components, Apple may also intend to fully develop its own, WiFi, Bluetooth and other modules must use self-research. Xiao Lei learned that Apple's agreement with chip suppliers such as Broadcom and Skyworks is about to expire after two years, and if it is renewed, it will take about 3 years, and from the perspective of annual shipments of iPhones, the purchase volume of these chips must be very huge, which is equivalent to being stuck by suppliers.
Apple's self-developed 5G RF chip mass production, not to mention whether the iPhone signal has the opportunity to improve, but get rid of the impact of the supply chain, which means that the production cost of the iPhone will be reduced, we as consumers, naturally have the hope to buy cheaper Apple mobile phones.
I have to say that apple's 5G RF chip mass production is an exciting news, the landing of self-developed chips, we may be able to look forward to a cheaper iPhone 14.
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