Apple takes control of all core chips in iPhone Air with new architecture to prioritize AI

Core Insights - Apple's latest iPhone lineup introduces the iPhone Air, featuring a renewed focus on artificial intelligence with the new A19 Pro chip and custom wireless components [1][2][10] Chip Architecture and AI Focus - The A19 Pro chip includes neural accelerators in each GPU core, enhancing compute power and prioritizing AI workloads [2][9] - Apple has developed its first wireless chip, the N1, and a second-generation modem, the C1X, allowing greater control over core components [2][6] Transition from Third-Party Suppliers - Apple has shifted from relying on Broadcom for wireless chips to using its own N1 chip across the iPhone 17 lineup [4][6] - The C1X modem is now featured in the iPhone Air, with plans to phase out Qualcomm modems in the coming years [6][8] Performance Improvements - The C1X modem is reported to be "up to twice as fast" as its predecessor and uses "30% less energy" compared to Qualcomm's modem [6] - The A19 Pro chip's architecture allows for improved on-device AI capabilities, enhancing user experience and efficiency [10][12] Manufacturing and Supply Chain Strategy - Apple plans to manufacture more custom chips in the U.S., with a focus on creating an "end-to-end silicon supply chain" domestically [18][19] - The company is committed to utilizing TSMC's facilities in Arizona for chip production, although leading-edge production will remain in Taiwan for the time being [18][20] Future Developments - There are expectations for Apple to integrate its custom modems into other product lines, including Mac and iPad, over the next few years [16][17] - The company is exploring partnerships with U.S. chipmakers like Intel as part of its broader manufacturing strategy [19][20]