iPhone SE4 May Feature Apple's Own 5G Modem, Making TSMC a Big Winner

iPhone SE4 May Feature Apple's Own 5G Modem, Making TSMC a Big WinnerRumors about the iPhone SE4 continue to emerge, with the most notable being the possibility of it featuring a 5G modem developed by Apple itself. This news has sparked widespread discussion, with various people offering their opinions

iPhone SE4 May Feature Apple's Own 5G Modem, Making TSMC a Big Winner

Rumors about the iPhone SE4 continue to emerge, with the most notable being the possibility of it featuring a 5G modem developed by Apple itself. This news has sparked widespread discussion, with various people offering their opinions.

On October 5th, industry insider "Mobile Chip Guru" stated that Apple's self-developed 5G modem will significantly improve TSMC's UTR 7nm process. The reason is that currently, all 5G modems used by smartphone brands, such as Qualcomm's X70 and X72, are 100% manufactured by Samsung. However, Apple's modem will be manufactured by TSMC. This signifies that both Qualcomm and Samsung are set to lose out.

"Mobile Chip Guru" claims that Apple plans to replace all Qualcomm modems with its own by 2027, and the iPhone SE4 is just the beginning. If the iPhone SE4 trial proves successful, Apple's replacement of Qualcomm modems might happen sooner.

Why are Qualcomm and Samsung deemed losers? The answer is simple: Qualcomm will lose a significant customer in Apple. Apple's iPhone shipments exceed 200 million units annually, representing a massive market. Moreover, Qualcomm's fees include not only the cost of the 5G modem but also patent royalties.

Samsung becomes a loser because Apple chose TSMC instead of them to manufacture its 5G modem. This not only brings profits to TSMC but also helps them improve their process technology.

In recent years, Samsung's semiconductor technology and manufacturing have lagged behind TSMC, which is one of the reasons why Qualcomm's flagship processors no longer use Samsung for manufacturing.

The commercialization of Apple's self-developed 5G modem will trigger a ripple effect within the industry, although ordinary users may not directly feel it. Therefore, whether the iPhone SE4 will be released as scheduled next year will be crucial.

"Mobile Chip Guru" has confirmed placing an order with TSMC, so there shouldn't be any major issues.

In summary: The iPhone SE4 equipped with Apple's self-developed 5G modem signifies Apple's gradual move away from reliance on Qualcomm modems. TSMC will become the biggest winner. This will have a profound impact on the entire mobile phone industry and deserves our close attention.