Apple to Begin Transition from Qualcomm to Custom 5G Modems Next Year

Analyst Ming-Chi Kuo projects significant growth in Apple's in-house 5G modem shipments, starting with select iPhone models in 2025.

Apple's custom 5G modems are expected to debut in the iPhone SE 4 and iPhone 17 Air next year.
Shipment estimates for Apple's 5G modems are 35-40 million units in 2025, growing to 160-180 million by 2027.
Apple acquired most of Intel's modem business in 2019 to develop its own 5G technology.
The transition mirrors Apple's previous move from Intel to custom Silicon chips.
Apple has extended its agreement with Qualcomm for 5G modems through 2026.