It has been three years since Apple acquired Intel’s baseband chip business in July 2019 and officially entered the research and development of 5G chips, but the research and development of 5G baseband chips may be more difficult than Apple’s expectations. Recently, Tianfeng International analyst Guo Mingji broke the news on Twitter, saying that the latest investigation believes that Apple’s self-developed iPhone 5G baseband chip development may have failed. In this regard, Gartner analyst Sheng Linghai believes that it is too early to assess the failure of Apple’s 5G chip development. Apple has also not publicly acknowledged the failure of the 5G chip development project. Some market participants believe that compared with competitors such as Qualcomm, Apple entered 5G chips much later, lacking a first-mover advantage; and it faces challenges in the process of integrating Intel chip teams, resulting in serious personnel loss. The superposition of these factors may be a drag. Apple’s 5G chip research and development process. Sheng Linghai told the first financial reporter that there is no sign that Apple has stopped the research and development of 5G chips, and with the acquisition of Intel and other related companies, Apple still has a lot of patents, whether it can develop 5G chips is still inconclusive. From the current point of view, at least before the iPhone 16, Apple will not enable the self-developed 5G baseband, so this also explains from the side.
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