Apple plans to use in-house 5G modems in two upcoming iPhones

Qualcomm will supply Apple with 5G modems at least through 2026
Apple plans to use its own in-house 5G modems in two upcoming iPhones, first in the iPhone SE4 (slated for first quarter 2025) and then in the “ultra-slim” iPhone 17 – “iPhone 17 Ultra?” – in third quarter 2025, according to a post on X from TF International Securities analyst Ming-Chi Kuo on Wednesday.
TF International Securities analyst Ming-Chi Kuo via X:
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Apple is accelerating its move away from reliance on Qualcomm. In 2025, two new iPhone models will ditch Qualcomm’s 5G chips and adopt Apple’s in-house 5G chips: the iPhone SE4 (1Q25) and the ultra-slim iPhone 17 (3Q25).

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MacDailyNews Take: Apple’s modem effort has been through so many fits and starts that we’ll believe it when we see it.
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