Apple’s journey towards full wireless independence has been a long and strategic one, hinting at a vision for tighter integration and control over its hardware. Noted Apple analyst Ming-Chi Kuo recently shared insights that Apple may soon break free from third-party reliance on Wi-Fi and Bluetooth chips, beginning with the iPhone 17. This shift could be transformative not only for Apple but also for the broader smartphone industry, reshaping expectations for device performance, battery life, and perhaps even pricing.
Kuo took to X (formerly Twitter) to suggest that Apple’s custom Wi-Fi and Bluetooth chips might debut with the iPhone 17 in the latter half of 2025. The timing is intriguing—Apple has reportedly been working to develop its own wireless technologies for years, motivated by its well-known desire for autonomy in design and functionality. However, making its own wireless chips would mark a critical milestone, freeing Apple from its longstanding dependence on Broadcom and other suppliers.
Apple’s reliance on third-party components has always been a double-edged sword. While it enables Apple to source some of the best available tech in the industry, it also limits the company’s ability to fully optimize these components within its devices. A bespoke Wi-Fi/Bluetooth solution would allow Apple to finetune the chips to work seamlessly with iOS, potentially improving everything from battery efficiency to wireless speed and range.
But the shift goes beyond just better Wi-Fi. The anticipated debut of Apple’s custom 5G modem in the iPhone SE 4, expected in spring 2025, is also part of this bigger picture. While this mid-range phone may still carry a third-party Wi-Fi chip, it will likely be Apple’s first device to showcase its homemade 5G modem. This will be a major litmus test before we see it on flagship models like the iPhone 17, where both Apple-designed 5G and Wi-Fi chips could become the new standard.
Developing custom modems is no small feat. Apple’s effort to produce its own 5G modem has been in the works since it acquired Intel’s modem division in 2019. The goal was straightforward: cut ties with Qualcomm, a company with which Apple has had a history of legal battles and patent disputes. However, integrating a custom modem into iPhones has proven challenging, reportedly pushing the timeline for these chips back multiple times.
The latest iPhone 15 was widely speculated to include Apple’s custom modem, but the technology wasn’t ready in time, leading Apple to stick with Qualcomm. Even so, Apple’s ongoing commitment to modem independence signals that it’s not a question of “if” but “when.” Should the upcoming iPhone SE succeed with an Apple 5G modem, it’s likely only a matter of time before these modems trickle up to the premium iPhone lineup.
The iPhone SE series has typically been Apple’s budget-friendly offering, but it may be in for a significant upgrade with the SE 4. Rumors suggest that the SE could come with features previously reserved for flagship models, like an OLED display, Face ID, and support for Apple Intelligence. These enhancements point to a potential repositioning of the SE as more than just an entry-level device—it may serve as a testing ground for Apple’s custom chips before they’re adopted more widely. The catch? These upgrades might also mean a higher price point for the traditionally affordable SE line.
Assuming Apple successfully integrates both a custom modem and Wi-Fi chip by the iPhone 17, we could be looking at a phone that is not only faster and more efficient but one that has tighter security controls and a more cohesive user experience. Apple’s total control over both hardware and software could lead to new innovations in wireless technology, perhaps even beyond current standards.
And for the broader tech industry, Apple’s shift could inspire competitors to invest in similar chip independence. The iPhone 17’s potential reliance on Apple-made wireless chips could set a new standard, further establishing Apple’s role not just as a tech company but as a pioneer in hardware innovation.
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