In a note to clients — as reported by BGR — Haitong Securities analyst Jeff Pu says Apple plans to introduce its in-house Wi-Fi chip with the iPhone 17 Pro in 2025.
I’d like to think that’s true, but based on the problems the tech giant has had in developing its own modem, I’m a little skeptical. Apple has fallen further behind in its multibillion-dollar effort to make a modem chip for the iPhone, “stymied by the complexity of replacing an intricate Qualcomm component,” according to a November 16 report by Bloomberg.
After already delaying a plan to have an in-house chip ready by next year, Apple is now likely to miss a goal to ship the component by the spring of 2025, the article says, quoting unnamed “people familiar with the situation.” That would postpone the release until at least the end of 2025 or early 2026 — the final year of Apple’s recently extended contract with Qualcomm.
A September Wall Street Journal article (you’ll have to subscribe to read it) said that Apple’s work on a 5G modem is “three years behind Qualcomm’s best chip.” From the article: Apple had planned to have its modem chip ready to use in the new iPhone models. But tests late last year found the chip was too slow and prone to overheating. Its circuit board was so big it would take up half an iPhone, making it unusable.
Teams were siloed in separate groups across the U.S. and abroad without a global leader. Some managers discouraged the airing of bad news about delays or setbacks from engineers, leading to unrealistic goals and blown deadlines.
Apple’s own modem has been rumored for some time. the tech giant acquired Intel’s smartphone modem business in July 2019 and added 2,200 Intel engineers to its chipset operations globally.
But back to Pu. The analyst also says that the iPhone 17 Pro Max will pack a 48-megapixel lens. Pu says the iPhone 17 Pro Max’s upgraded 48-megapixel Telephoto lens will be optimized for use with Apple’s upcoming Vision Pro headset, due in early 2024.
