5G Modem芯片
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联发科夺Apple Watch大单 首度供货5G Modem芯片
Jing Ji Ri Bao· 2025-09-07 23:33
Group 1 - Apple held its fall product launch event on September 9, focusing on the iPhone 17 series and the new Apple Watch, which is expected to feature significant upgrades across its product lines, including the Ultra and SE models [1] - Media reports indicate that MediaTek has entered the supply chain for the new Apple Watch, providing 5G modem chips, marking the first time MediaTek's 5G products have been favored by Apple, which is a significant milestone for the company [1] - The new Apple Watch Ultra will introduce 5G and satellite communication features, while the other two models will maintain 4G LTE specifications, reflecting Apple's strategy to increase its proprietary modem chip usage and reduce reliance on Qualcomm and Intel [1] Group 2 - MediaTek has been strategically positioning itself in the 5G separated chip market for several years, having engaged with Apple since 2019, and has developed the product with teams from Taiwan and the U.S. [2] - The Apple Watch series is projected to have an annual shipment volume of at least 30 million units, capturing over 50% of the global smartwatch market share, with MediaTek committing to supply at least 5 million chipsets to meet customer demand [2] - MediaTek's wireless communication technology has reached a high standard after over four years of testing and design integration, allowing the company to secure Apple orders and expand its presence in the Apple ecosystem [1][2]