In the most recent Power On newsletter, Mark Gurman reveals that Apple intends to embed future modems directly into the device’s primary chipset. This suggests that upcoming devices will not have a separate A18 chipset and C1 modem, but rather a unified component. However, this shift will take several years to materialize.
The launch of the new iPhone 16e saw the C1 modem take a bit of a backseat. This marks Apple’s first in-house developed 5G modem, which is part of a broader strategy to eventually eliminate the need for Qualcomm modems in iPhones. Currently, the first-generation modem is exclusively available in the iPhone 16e and is unlikely to be included across the entire iPhone range.
Looking Ahead: Modem Plans
According to Gurman, we can expect to see the C2 modem introduced next year in “higher-end iPhones,” followed by the C3, which is anticipated to surpass Qualcomm’s offerings. At this stage, while the C1 modem has some limitations, its improved power efficiency has contributed to the iPhone 16e achieving the best battery life seen in a 6.1-inch iPhone.
Once Apple successfully competes with Qualcomm, the plan is to incorporate their modems into the main chipset of devices. Gurman suggests this integration will enhance cost-effectiveness and efficiency. However, this transition is expected to take at least three years, with 2028 being the earliest possible timeline.
This news raises an intriguing question: If the modem is built into the chipset, will Apple offer a version of the chipset without a modem? In the case of the iPad and Apple Watch, cellular capability is an optional upgrade ranging from $50 to $150, depending on the model.
It would be fascinating if Apple’s proprietary modems enabled cellular functionality across all devices by default, but only time will tell.
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