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Apple reportedly switching to its own iPhone modem design in 2023

Apple’s switch to modems of its own design is widely expected to happen in 2023, and TSMC is the natural manufacturing partner. Qualcomm, which is the dominant player in the industry and produces modem components for the entire iPhone 13 lineup, recently said that it expects to account for just 20 percent of iPhone modem orders in two years’ time. Apple bought Intel’s 5G modem division in 2019, foreshadowing the eventual switch. Earlier that year Qualcomm and Apple agreed to end a costly modem technology patent dispute, with Qualcomm receiving more than $4 billion as part of the settlement. 2022 iPhone SoCs will reportedly use TSMC’s 4nm process, and some iPad models are said to be adopting 3nm processors in 2023.

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