Apple’s upcoming iPhone SE 4 is generating significant buzz, not just for its anticipated features but also for a groundbreaking technological advancement: it’s rumored to be the first iPhone to house Apple’s very own 5G modem, codenamed “Centauri.” This move marks a significant step in Apple’s long-term strategy to reduce its reliance on external chip manufacturers and gain greater control over its hardware ecosystem.
For years, Apple has relied on Qualcomm for its 5G modems. However, the tech giant has been steadily working on developing its own in-house solution, driven by a desire for greater control over its supply chain and the potential for cost savings. The iPhone SE 4, expected to launch in early 2025, will be the testing ground for this ambitious endeavor.
Why is this a big deal?
- Cost Reduction: By manufacturing its own modems, Apple can potentially significantly reduce costs associated with sourcing components from third-party vendors like Qualcomm. Analyst Jeff Pu of Haitong International Securities estimates Qualcomm’s 5G modem costs around $28 per unit. With projected iPhone 16 series sales of 90 million units in 2024, that’s a whopping $2.52 billion Qualcomm could be earning. Apple aims to reclaim a chunk of that expenditure.
- Enhanced Performance and Integration: Developing a custom modem allows Apple to optimize it specifically for its devices and iOS ecosystem. This could lead to improved 5G performance, better battery life, and seamless integration with other Apple hardware and software.
- Strategic Autonomy: Relying less on external suppliers grants Apple greater control over its product roadmap and reduces its vulnerability to supply chain disruptions.
What we know so far:
- Centauri’s Capabilities: While specific details are still under wraps, reports suggest that “Centauri” will handle more than just 5G connectivity. It’s expected to be a comprehensive wireless chip, also managing Wi-Fi, Bluetooth, and GPS functionalities.
- A Stepping Stone: The iPhone SE 4 is likely just the beginning. If “Centauri” proves successful, we can expect Apple to gradually integrate its custom modem into its flagship iPhone models, further solidifying its control over critical hardware components.
- Challenges Ahead: Developing a high-performing 5G modem is no easy feat. Apple has reportedly faced setbacks and delays in its modem development program. It remains to be seen if “Centauri” can match or exceed the performance of Qualcomm’s established 5G modems.
My Take:
As an avid Apple enthusiast, I’m excited about the potential of Apple’s in-house 5G modem. This move signifies Apple’s commitment to innovation and its ambition to control its technological destiny. While there might be initial challenges, I believe Apple’s expertise in chip design and its relentless pursuit of excellence will ultimately lead to a successful outcome. I’m particularly interested in seeing how “Centauri” impacts real-world 5G performance and battery life in the iPhone SE 4.
Looking Ahead:
The iPhone SE 4 with its “Centauri” modem is a crucial step in Apple’s broader strategy to design more custom chips. This could extend to other areas like display drivers and even the core processors that power iPhones and Macs. Apple’s increasing focus on chip development will not only shape the future of its own devices but could also influence the broader tech landscape.
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