Apple Watch Ultra 3 May Feature 5G Connectivity and Satellite Communication with MediaTek Modem Supply Chain Involvement

The latest iterations of the Apple Watch are currently limited to 4G connectivity, restricting their overall capabilities compared to other Apple devices that are equipped with advanced 5G baseband chips. However, this landscape may shift with the anticipated launch of the Apple Watch Ultra 3. There are emerging reports indicating that MediaTek, a semiconductor company that has been speculated to join Apple’s supplier network for modems, may play a significant role in enhancing the Apple Watch Ultra 3. This inclusion could not only equip the device with 5G capabilities but also allow for satellite communication, similar to functionalities available in select iPhone models.

MediaTek Partnership Signals that Apple’s In-House 5G Modem Plans Are Still Years Away

MediaTek’s recent achievements in the smartphone chipset arena, particularly with the imminent launch of the Dimensity 9500, highlight its ability to compete effectively with industry giants like Qualcomm in both premium system-on-chips (SoCs) and connectivity solutions. This transformation may have been pivotal in securing a contract to provide 5G modems for the Apple Watch Ultra 3, according to insights from industry analyst Ray Wang.

Despite these advancements, it seems that the introduction of 5G and satellite communication features might be exclusive to the Apple Watch Ultra 3, while other models will continue to operate on 4G technology. MediaTek’s involvement helps reduce Apple’s dependency on Qualcomm and Intel for modem components. Interestingly, MediaTek’s business strategy often leans toward volume sales rather than high unit pricing, suggesting that Apple may have opted for this partnership based on cost-effective considerations.

MediaTek has reportedly secured a 5G modem chip supply for $AAPL‘s Watch. According to industry sources, $AAPL will increase the share of its in-house modem chips this time, reducing reliance on $QCOM and $INTC. The Apple Watch Ultra will, for the first time, feature 5G and… pic.twitter.com/XeM36dkc0Y

— Ray Wang (@rwang07) September 8, 2025

In an interesting twist, a user by the name of @chyang888 pointed out that MediaTek had previously demonstrated a mobile device capable of satellite communication. This suggests that MediaTek and Apple may have been collaborating to finalize a deal that culminates in the capabilities of the Apple Watch Ultra 3. With Apple’s highly anticipated ‘Awe Inspiring’ keynote event just around the corner, consumers are eager to discover whether the flagship smartwatch will include a 5G modem among its features.

News Source: Ray Wang

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