5G调制解调器
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深挖苹果首颗自研基带
半导体芯闻· 2025-04-21 10:20
Core Viewpoint - The article discusses the evolution of modem chips in iPhones, highlighting Apple's transition from Qualcomm to its own Apple C1 modem for the iPhone 16e, and the implications for the semiconductor industry [1][3][18]. Group 1: Modem Chip Evolution - Apple has been using Qualcomm's modem chips since the iPhone 12, with the upcoming iPhone 16/16 Pro set to use Qualcomm's Snapdragon X71 modem [3][18]. - The iPhone 16e, scheduled for release in February 2025, will feature Apple's own 5G modem, the Apple C1, marking a significant shift in Apple's supply chain strategy [3][18]. Group 2: Technical Specifications - The Apple C1 modem is developed from technology acquired from Intel's modem division, which Apple purchased in 2019 [11][14]. - The C1 modem utilizes a 4nm manufacturing process, which is more advanced than the 5nm process used by Qualcomm for its modems [19][20]. Group 3: Internal Structure and Components - The internal structure of the iPhone 16e includes a unique configuration with three Apple-branded chips, including a digital baseband, RF transceiver, and power management IC [8][19]. - The iPhone 16e's camera system and battery design are optimized for performance, with a single camera unit allowing for a larger battery capacity [5][6]. Group 4: Industry Implications - Apple's move to develop its own modem chips indicates a trend towards vertical integration in the semiconductor industry, potentially impacting suppliers like Qualcomm and MediaTek [1][3][18]. - The article suggests that Apple is likely to continue developing its modem technology, with future iterations (C2 and C3) expected in subsequent iPhone models [18].