上述关键驱动因素包含基带芯片、收发器和相关PMIC，至于成本节约：预期由苹果的5G解决方案 驱动，每装置可省下10美元。 iPhone 16e 内部芯片关键在处理器、Cellular network、电源管理，后二者相关芯片「内部价值比 重」：分别上升到63%和50%，并预期iPhone 17：可能会采用相同的Cellular解决方案。 法人则分析，若按照苹果iPhone 16e 出货规模今年可达到2200万支来看，至少可省下2.2亿美元。 若后续更多iPhone导入，按照一年2亿支规模来看，基带芯片初估就可省下成本达20亿美元（相当 于新台币650亿元），相当可观。但苹果和高通还有合约限制，业界预期苹果自研新款芯片将采逐 步推进导入手机。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自半导体行业观察综合 ，谢谢。 苹果自推动Apple silicon长期计画以来持续扩张自行研发芯片的路线，其中备受外界讨论多时耕 耘多年5G Modem芯片C1先前已正式浮上台面，一般预料持续由伙伴台积电（2330）操刀，究竟 苹果自研芯片效益如何，研究机构最新分析也解密。 counterpoint Research ...

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].

Core Viewpoint - Apple is expanding its self-developed chip strategy, particularly with the introduction of its 5G modem chip, C1, which is expected to significantly reduce costs and enhance its competitive position in the smartphone market [1][2]. Group 1: Cost Analysis and Savings - The Bill of Materials (BoM) cost for the iPhone 16e shows that Apple's internal development accounts for 40% of the total component cost, driven by the baseband chip, transceiver, and related PMIC [1]. - Each device utilizing Apple's 5G solution is projected to save approximately $10, leading to an estimated total savings of $220 million if the iPhone 16e ships 22 million units this year [2]. - If Apple scales up to 200 million units annually, the cost savings from the baseband chip alone could reach $2 billion, equivalent to approximately 65 billion New Taiwan Dollars [2]. Group 2: Chip Development and Technology - Apple has transitioned from using Qualcomm's chips to its own C1 modem in the iPhone 16e, marking a significant shift in its supply chain strategy [5][20]. - The C1 modem is built on TSMC's 4nm process, which offers a substantial increase in integration density compared to Intel's previous 14nm technology, making the C1's circuitry approximately 2.5 to 3 times larger than Intel's last modem [18]. - The C1 modem incorporates advanced features such as a MEMS oscillator instead of a crystal oscillator, showcasing Apple's innovation in chip design [9]. Group 3: Market Position and Future Prospects - Apple is a major client of TSMC, which has seen its revenue from advanced processes (7nm and below) exceed 70%, indicating strong demand for cutting-edge semiconductor technology [2]. - TSMC's investment in the U.S. is expected to bolster its capacity for producing advanced chips, with 30% of its sub-2nm capacity projected to be manufactured in Arizona, supporting clients like Apple, NVIDIA, and Qualcomm [2]. - The introduction of the C1 modem is part of Apple's broader strategy to develop proprietary chips for various functions, including Wi-Fi and Bluetooth, indicating a long-term vision for self-sufficiency in critical components [21].