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苹果自研,终将改变游戏规则?
AppleApple(US:AAPL) 半导体行业观察·2025-03-16 03:06

Core Viewpoint - Apple has developed its first fully self-designed modem chip, C1, which signifies a shift from reliance on Qualcomm and aims to enhance supply chain control and future plans [1][3]. Group 1: Technical Aspects - The C1 modem chip does not support Wi-Fi 7 and mmWave cellular networks, but its core 5G performance is at least as strong as Qualcomm's [3]. - C1 allows for direct communication with the processor, enabling better data prioritization during network congestion, which enhances user experience even in poor network conditions [4]. - The C1 chip is energy-efficient, providing four more hours of battery life compared to iPhones with Qualcomm chips [6]. Group 2: Future Developments - Apple is reportedly working on C2 and C3 chips, which are expected to support mmWave and Wi-Fi 7, potentially leading to a cellular Mac in the future [7]. - The integration of the C series chips with A and M series processors could allow for more efficient performance and new functionalities across devices [7]. - The C1 chip's introduction in the iPhone 16e marks the beginning of a new era for Apple's cellular devices, similar to past transitions in chip technology [8].