Apple Develops Three Custom 5G Modem Variants to Outperform Qualcomm; iPhone 18 Pro and iPad Pro to Feature mmWave Support

In a strategic shift set to unfold over the next three years, Apple is preparing to phase out Qualcomm as its modem supplier. This gradual transition will involve the introduction of Apple’s custom 5G modems in upcoming devices, specifically targeting the iPhone and iPad lineups. Drawing on its experience with the launch of the M-series chips, Apple is set on meticulously refining its modem technology. Notably, a recent report indicates that the new 5G modems will debut in 2024 with the iPhone SE 4 and iPhone 17 Air.

Apple’s Upcoming 5G Modems: A New Era for iPhone and iPad

Apple is set to unveil three distinct variants of its custom 5G modems, each designed to cater to different device needs and performance metrics. These innovative modems are anticipated to feature in the forthcoming iPhone SE 4, iPhone 17 Air, and budget-friendly iPad models, as detailed by Bloomberg’s Mark Gurman. While the introductory modem variant may not match Qualcomm’s capabilities, it marks a significant milestone in Apple’s transition strategy.

Focusing on cost-effectiveness, the initial modem will lack mmWave support, which Apple plans to reserve for its premium devices expected to roll out in 2026. Nevertheless, this entry-level modem is engineered for efficiency, boasting seamless integration with Apple-designed chips to enhance power usage and optimize cellular service connectivity. The architecture also hints at advancements such as improved satellite network support.

Speed expectations for the debut modem are projected to reach up to 4 Gbps, although actual performance may vary in practical scenarios. The chipset is also poised to support dual-SIM and dual-standby features, providing flexibility for users. While this marks a continuation of leaks regarding Apple’s modem developments, Gurman’s report sheds new light on anticipated performance metrics.

Advancements Planned for Future Modem Variants

Looking ahead to 2026, Apple aims to introduce modems that will fully support mmWave technology in flagship models, such as the iPhone 18 Pro and higher-end iPad Pro. These advanced modems will bring competition to a new level, with expected 5G speeds soaring up to 6 Gbps, making them formidable contenders in the market.

The potential third variant of the modem is poised to challenge Qualcomm head-on, positioning Apple to outperform its rival with superior performance and energy efficiency, potentially enhanced by AI capabilities. However, attaining this ambitious goal will depend on both Apple’s innovation and Qualcomm’s ongoing efforts to enhance its own modem solutions.

Apple’s decision to develop its own modems is driven by a desire to mitigate reliance on Qualcomm, motivated by cost and strategic independence. As the company refines its technology and solidifies its position in the modem market, many industry observers are eager to see whether Apple can indeed surpass Qualcomm’s established dominance. We will provide further insights on Apple’s modem developments as more information becomes available.

What are your thoughts? Do you believe Apple’s foray into custom modems will rival Qualcomm’s performance next year?

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