Apple's 5G baseband chip development failed, Qualcomm is still a true love!

No matter what mobile phone brand is, it has made great efforts in independent research and development. As the world's largest gross product, Apple has also invested huge manpower and material resources in research and development, especially on chips. Recently, it was reported that Apple's 5G baseband chip research and development failed, and the desire of independent chips to replace Qualcomm's chips failed. Now let's take a look at the detailed introduction!

Apple has successfully developed M-series computer chips, but the development of 5G baseband chips may have failed. For a long time, Apple has been quietly developing 5G baseband chips in order to replace Qualcomm's 5G chips and let its iPhone use its own 5G chips. On the morning of June 29, it was reported that Guo Mingyong, a well-known analyst, said that the latest survey showed that Apple's 5G baseband chip development may have failed. There is no doubt that Qualcomm will continue to be the exclusive supplier of 5G chips for the new iPhone in 2023, with a supply share of 100%. Maybe Qualcomm had too much confidence in Apple before, and its estimated supply share was only 20%.

Future development

But this does not mean that Apple has given up its own 5G baseband chip project. In this regard, Guo Mingxuan said: "When Apple succeeds and can replace Qualcomm's modem chip, other new businesses of Qualcomm should have grown enough to significantly offset the negative impact of the loss of iPhone 5G chip orders." Obviously, he believes that even if Qualcomm's 5G baseband chip is replaced, it will not have a significant impact on revenue, because Qualcomm's business has diversified.

If Apple can successfully develop 5G baseband chips in the future, there will be many benefits, including cost savings and less dependence on Qualcomm and other suppliers. More importantly, Apple can optimize modems for specific products to improve product experience.

The failure of Apple's self-developed 5G baseband chip project also sounded an alarm for other mobile phone brands. After all, even the independent research and development of a big man like Apple failed, so other brands need to wait longer to have faster development. I believe that each major mobile phone brand will have its own independent research and development technology in the future!