Photo: Apple
Apple's ambitious chip strategy continues to unfold, with two significant shifts poised to reshape its product landscape. One is the long-anticipated transition to Apple-designed cellular modems. Bloomberg's Mark Gurman reports in his Power On newsletter that this project is nearing fruition. These chips, set to debut in the 2024 iPhone SE and a slimmer iPhone model, will supposedly gradually replace Qualcomm components across the iPhone, iPad, and other Apple devices by early 2027.
Meanwhile, less publicized but equally significant is Apple's development of the Proxima chip, an in-house solution for Wi-Fi and Bluetooth connectivity. This chip is slated to replace Broadcom components in select devices, including the 2024 Apple TV, HomePod mini, and iPhone 17. A broader rollout across Apple's product line is expected in 2026.
While these bold moves introduce inherent risks, the potential rewards are substantial. By integrating its modem and wireless chips, Apple can unlock innovative features and optimize power efficiency. This synergy will not only enhance the performance of mobile devices but also pave the way for advancements in Apple's burgeoning smart home ecosystem.