Hot search first!Apple 5G chip development failed?

Apple's self -developed 5G baseband chip encountered difficulties.

On June 28, Guo Mingzheng, an analyst at the mobile phone industry, publicly stated that Apple's self -developed iPhone 5G baseband chip may have failed. It is expected that Qualcomm will still be the only 5G baseband chip supplier of the iPhone in the second half of 2023.

Affected by this news, on June 28, Qualcomm's stock price rose 7.29%for a time. As of the close, it was reported at $ 131.60/share, with a total market value of 147.392 billion US dollars, or about RMB 988 billion. Apple's stock price closed at $ 137.44/share, down 2.98%, with a total market value of 2.22 trillion US dollars.

Source: Oriental Wealth

On June 29th, the news of "Apple 5G chip development failed" rushed to the first Weibo search.

Source: Weibo

Apple self -developed 5G baseband chip or failure

Data show that the baseband chip is a key component that determines the quality of the call and the data transmission speed. Sheng Linghai, vice president of Gartner, said in an interview with the media that the difficulty of the baseband chip is that communication technology is a long -term accumulated technology. 5G baseband chips must not only meet the 5G standards, but also compatible with 4G, 3G, 2G, 1G, etc. Special communication protocol.

Previously, Qualcomm, Hisilicon, MediaTek, and Samsung were the main manufacturers of baseband chips. Market research institutions Strategy Analytics data shows that the market revenue of global mobile phone baseband processors in 2021 increased by 19.5%year -on -year to $ 31.4 billion. Qualcomm, MediaTek, Samsung LSI, Ziguang Zhanrui, and Intel occupied the top five of the 2021 base of the chip market.

Strategy Analytics reports that Qualcomm leads the baseband chip market with a 56%market share, and MediaTek's market share is 28%and Samsung's market share is 7%. The market share of MediaTek, Qualcomm and Ziguang Zhanrui has increased, while the market share of Intel, Hisilicon Semiconductor and Samsung in 2021 has declined.

The report also shows that in 2021, the shipments of Qualcomm's belt band chip exceeded 800 million, ranking first in shipments and income rankings. iPhone13 is equipped with X60 baseband chips, which has promoted Qualcomm to expand sales. In addition, the company established its leadership in the high -end Android equipment market through the Snapdragon 8 and 7 series chips.

It is expected that Apple will not give up self -research

Although the road to self -developed is hindered, Guo Mingzheng also believes that Apple will continue to develop 5G baseband chips.

Earlier, Apple mainly purchased Intel's baseband chips. In April 2019, Apple had reached a settlement agreement with Qualcomm, and Apple could purchase Qualcomm's baseband chip.

However, Apple does not want to be subject to Qualcomm. In July 2019, Apple announced that it acquired Intel's smartphone baseband business for $ 1 billion. According to the agreement, after the transaction was completed, Apple obtained 2,200 employees, related IPs and some devices from Intel. Apple tries to enhance its research and development capabilities on baseband chips.

In May 2021, Guo Mingzheng predicted that the iPhone used Apple's 5G baseband chip as soon as 2023.

In November 2021, Qualcomm Chief Financial Officer Akash Palshwara said that it is expected that Apple's iPhone models shipped in 2023 use the proportion of Qualcomm 5G modem with a proportion of only 20%.

On June 28, Guo Mingzheng also said that because Apple's chip currently cannot replace Qualcomm, it is expected that Qualcomm's revenue and profits in the second half of 2023 and the first half of 2024 will exceed market expectations.

Apple has recently announced that the company will release the financial report of the third fiscal quarter of the fiscal year of 2022 at the end of June 2022 on July 28, eastern time of the United States. After the financial report was released, Apple will hold a telephone meeting to interpret the results of the financial report and answer the questioning of analysts.

(China Securities Journal)

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