Kuo further mentions that the fourth-generation iPhone SE will come equipped with Apple’s own 5G baseband chip. To recall, the company has been rumored to be working on its own cellular modem in partnership with TSMC for a while now, and it appears that the next iPhone SE will serve as the test bed for Apple’s first phone with an in-house 5G chip.
An obvious advantage is that Apple would be saving on the cost of buying a 5G antenna from Qualcomm. However, it’s too early to predict if Apple will retain the sub-$500 price tag, given the major design refresh in the pipeline and a pricier OLED panel coming into the picture.
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[Update] Apple has restarted the iPhone SE 4 and will adopt an in-house 5G baseband chip. The significant decline in Qualcomm’s Apple orders in the foreseeable future is a foregone conclusion. https://t.co/0MeZDFnbzg— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) February 27, 2023
However, there is one disadvantage of Apple using its own cellular chip inside its next budget phone, and that’s the experimental nature of the 5G modem — which misses out on one crucial capability. Kuo notes that Apple’s 5G baseband module only supports the slower sub-6GHz 5G connectivity, which means it won’t be able to latch on to the mmWave airwaves that offers the true 5G experience with gigabit-range speeds.
Apple reportedly hasn’t been able to figure out mmWave 5G support for its cellular modem. But the compromise is not unexpected, as a majority of smartphone makers keep mmWave 5G support limited exclusive to their high-end phones.
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