Overview

• 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.