Bloomberg: Apple Set to Launch First 5G Modem Chip in 2024

Apple is reportedly gearing up to introduce its long-awaited 5G modem chip, according to Bloomberg. Insiders reveal that Apple’s 5G modem project, in development for over five years, will debut in spring 2024, initially featured in the new iPhone SE model. This marks the first hardware update for the iPhone SE series since 2022.

What Is a Modem Chip?

A modem chip is a critical component in any smartphone, enabling devices to connect to cellular networks, make calls, and access the internet. However, sources suggest Apple’s first-generation 5G modem may not yet rival Qualcomm’s offerings. The company aims to surpass Qualcomm’s technology by 2027.

Years in the Making

Apple’s journey to developing its own 5G modem has been lengthy and costly. The company initially targeted a 2021 release and invested billions of dollars to establish testing and engineering facilities globally. Apple also spent approximately $1 billion acquiring Intel’s modem business and hired thousands of engineers from other companies.

Following setbacks in development and leadership restructuring, Apple now believes the project is on track. This milestone is seen as a significant achievement for Apple’s hardware technologies team, led by Senior Vice President Johny Srouji.

iPhone SE 4: A Testbed for Innovation

The upcoming iPhone SE 4, expected to launch next spring, will feature Apple’s new 5G modem, codenamed Sinope. While the modem’s capabilities will remain hidden to users, the SE 4 will also include new standout features like Apple Intelligence and a full-screen design previously exclusive to high-end iPhone models.

Apple is taking a cautious approach by introducing its modem chip in entry-level devices. Using the modem in lower-tier products allows the company to mitigate risks. Issues like call drops or missed notifications—problems that could arise from unrefined modem technology—are less acceptable to high-end iPhone users.

Scaling Up Across Apple’s Ecosystem

Later in 2024, Apple plans to integrate its modem chip into a mid-tier iPhone, codenamed D23, featuring a slimmer design. By 2025, the chip may also power an entry-level iPad. To ensure reliability, Apple has been secretly testing the modem chip on hundreds of devices distributed to global employees and working closely with telecom partners for quality assurance.

A Strategic Bet on Self-Reliance

Apple’s decision to start with lower-tier products reflects the inherent risks of launching new modem technology. Nevertheless, it signals Apple’s commitment to reducing reliance on third-party suppliers like Qualcomm while pushing forward its vision of fully integrated hardware.