自研芯片，帮苹果省了大钱！

Core Insights - Apple is expanding its self-developed chip strategy, particularly with the introduction of its 5G modem chip, C1, which is expected to enhance cost efficiency and performance in its devices [1][5][13]. Cost Analysis - The Bill of Materials (BoM) cost for the iPhone 16e shows that internally developed components account for 40% of the total cost, driven by the baseband chip, transceiver, and related PMIC [1]. - The expected cost savings from Apple's 5G solution is approximately $10 per device, leading to a potential savings of $2.2 million if the iPhone 16e shipment reaches 22 million units this year [1][2]. Market Impact - If more iPhones adopt the self-developed modem, estimated savings could reach $2 billion annually based on a shipment scale of 200 million units [2]. - Apple is a major client of TSMC, which has seen its revenue from advanced processes (7nm and below) exceed 70%, indicating strong demand for Apple's chips [2]. Chip Development - The Apple C1 modem, developed after acquiring Intel's modem division, represents a significant shift in Apple's strategy to reduce reliance on Qualcomm [5][13]. - The C1 modem utilizes a 4nm process, which is more advanced than Intel's previous 14nm technology, resulting in a higher integration density and improved performance [18]. Competitive Landscape - The modem market is dominated by a few players, including Qualcomm, MediaTek, and Unisoc, with Apple now entering the fray with its proprietary solutions [4][5]. - Future iPhone models are expected to continue integrating Apple's own chips, including potential successors to the C1 modem [20].