Apple’s ongoing shift to designing its own 5G modems is a bold move that could redefine its device lineup. After years of development—and some stumbles along the way—the tech giant is finally gearing up to release its first in-house modem with the next-generation iPhone SE, expected in 2025. This marks the beginning of a multi-year plan to gradually phase out Qualcomm chips, which Apple has relied on for over a decade.

The first wave: iPhone SE and beyond

The debut modem will reportedly feature Sub-6GHz 5G support, similar to current capabilities, but will lack the mmWave technology found in higher-end iPhones. While this could limit peak speeds, everyday users may not notice much difference, as most real-world networks don’t consistently achieve those maximum rates. Dual SIM standby functionality and improved integration with Apple’s ecosystem are expected highlights.

By 2026, a second-generation modem with mmWave support is expected to power devices like the iPhone 18. Apple aims for significant upgrades by 2027, including merging the modem into its main system-on-chip (SoC) to enhance performance, save space, and enable advanced features like next-generation satellite connectivity and AI-driven network optimization.

Challenges and the long game

Apple’s efforts haven’t been without hurdles. Despite acquiring Intel’s modem division in 2019, initial prototypes faced overheating issues and performance concerns. Still, Apple is playing the long game, betting that owning its connectivity stack will ultimately yield cost savings, improved battery life, and more design flexibility.

Qualcomm remains a formidable competitor, with its modems consistently delivering cutting-edge speeds and reliability. Apple’s initial offering is unlikely to outpace Qualcomm immediately, but the company’s focus on gradual iteration mirrors its success with Apple Silicon, suggesting big leaps in future generations.

Why it matters

Apple’s move isn’t just about speeds and feeds; it’s about control. Designing its own modems allows Apple to streamline hardware and software integration, potentially improving user experience and reducing dependency on third parties. The shift also aligns with Apple’s broader strategy of vertical integration, demonstrated in its transition to Apple Silicon for Macs.

The iPhone SE’s upcoming refresh will serve as a testing ground for this technology—a low-risk launch for a modem still finding its footing. Over the next few years, Apple’s ambition to combine its 5G modem with Wi-Fi, Bluetooth, and eventually the main SoC could revolutionize mobile connectivity.

For now, the iPhone SE with Apple’s first modem is a step forward in what Apple hopes will become a defining aspect of its future devices. The competition with Qualcomm, though, is far from over.