Apple is developing its radio frequency and millimeter wave components to complement the modem. Apple is also working on its power management chip specifically for the modem.
Apple’s move aims to integrate TSM chips with its in-house mobile processor, gain more control on its hardware integration capability and chip efficacy boost.
Qualcomm recently confirmed that its share of iPhone modem orders will drop to about 20 percent in 2023.
Apple uses TSM’s 5-nm chip production for the new 5G iPhone modem to design and test-produce the chip.
Apple will also use TSM’s 4-nm tech for its iPhone processor in the second half of 2022.
Apple aims to use 3-nm tech for iPhone processors by 2023.
QCOM shares closed 0.13 percent lower at $180.71 on Wednesday.
By Anusuya Lahiri
© 2021 Pezou. Pezou does not provide investment advice. All rights reserved.
Pezou : Apple Leans Towards TSM to Reduce Reliance on Qualcomm