Apple self-developing 5G baseband chip 2023 annually, TSM 4NM process2021-11-26 00:13:49 9 ℃
Wisdom (public number: zhidxcom)
Compilation | Cheng Wei
Edit | Li Shuiqing
Wisdom on November 25th, this Wednesday, according to Nijing News report, Apple plans to produce its self-developed iPhone 5G baseband chip, which is expected to achieve mass production in 2023.
It is understood that the 4nm process of TSMC has not been deployed for any commercial product. At present, Apple's 5G baseband chip is designed and tested through the 5nm process of Tower.
Qualcomm, which was previously almost monopolized with the Apple Based chip business, recently, its share in iPhone baseband chip orders will fall in 2023 to about 20%.
▲ Foreign media released Apple 5g baseband chip concept diagram
First, "break" Qualcomm patent wall, self-study baseband chip
Foreign Medena The Verge said that Qualcomm is the leader of the baseband chip industry, which is the entire iPhone 13 series of production components.
The baseband chip is a key component that determines the quality of the call quality and the data transfer. The market segment has been dominated by the United States Qualcomm, China Taiwan's UNACD and China's Huawei Company, and high-pass is built around the technology a large-scale patented wall.
Apple and Qualcomm have solved a long patented royal legal dispute in 2019, and finally obtain more than $ 4 billion compensation as a reconciliation.
Since 2016, Intel has a baseband chip to Apple with Qualcomm. In 2019, Intel exited the development of the smartphone baseband chip, and sold the 5G baseband chip department to Apple, which also buried a film for Apple's current transformation.
A number of sources said that in addition to saving the cost to Qualcomm payment, developing its own baseband chip can also pave the way for Apple's internal mobile processor and TSMC chip integration.
This will make Apple more control over its hardware integration capabilities and increase the development and efficiency of chips.
Second, 3 nm jump, plan 2023 realize mass production
TSMC has always been an important partner of Apple and the only manufacturer of the iPhone processor and M1 Mac processor. A person who knows the Number of Releases, and hundreds of engineers have hundreds of engineers working in California Kubitino and Apple's chip development team.
Four people said that Apple plans to produce a large-scale 5G baseband chip using TSM's 4nm chip technology.
Apple is also developing its own RF and millimeter wave assemblies to supplement the production of baseband chips. It is also developing your own power management chip for baseband chips.
Although Apple uses its own A series of mobile processors for more than ten years, it is more challenging because they have supported the latest 5G standard communication protocol from 2G, 3G and 4G to the latest 5G standard communication protocols.
According to sources, Apple is designed and tested using a 5nm process of TSMC to produce new 5G iPhone baseband chips. In 2022 IPHONE SOC, the 4nm process of TSME will produce large-scale production.
Nijing News said that some iPad models will adopt 3nm processors in 2023, which is also one of the first companies that adopt TSMO's most advanced 3NM technology.
Apple is currently being finalized in the past 2023 to use 3NM technology for the iPhone processor. Nijing News believes that iPhone will might realize 3nm jump next year.
Infidents also mentioned that some of the reason for commercialization to 2023 can be implemented by global operators need time to verify and test new baseband chips.
Apple and TSMC have not responded to this.
Third, Guo Mingzhen predicted into true? There are still three difficulties
In May of this year, Apple analyst Guo Mingxi said: "Apple is working on the development of its own baseband chip, we will first see this in 2023."
Apple has always made your own CPU and GPU A series chip for iPhone and iPad, and has recently created its own MAC.
However, providing mobile data for iPhone and cellular iPad, Wi-Fi and Bluetooth connection, is detrimental to Qualcomm.
▲ Apple mobile phone cellular page
Second, Apple and Qualcomm have a long-term dispute. Apple accuses Qualcomm "Double Charge", charges its baseband chip, and pays a license fee for the patent based on the chip, Qualcomm is priced according to the percentage of the iPhone retail price.
This also accelerates the pace of Apple to design his baseband chip.
Guo Ming said that Apple may launch the first baseband chip in 2023, but given the highly complex task involves long-term time span, he is not sure.
This includes three factors: First, the baseband chip must meet a series of different mobile data standards, Wi-Fi, and Bluetooth. Second, power management is very challenging because radio transmission has high requirements for battery life. Finally, Apple must avoid violations of Qualcomm in this regard.
Conclusion: Self-study baseband chip, Apple will strengthen chip control
JOHNY SROUJI, a senior Vice President of Apple, said at the end of the 2020 year, Apple has begun to develop its first 5G baseband chip in 2020, and has been committed to improving the control of hardware equipment, saving spending, reducing the dependence on Qualcomm.Apple said in the acquisition of Intel base chip business: "This acquisition will help speed up our development of future products and make Apple to further achieve differentiation in the future." Qualcomm believes that even if Apple will use most of the worldYour own baseband chip solution, but will continue to rely on Qualcomm in some other markets.
The new MACBook progeny of the M1 Max chip has just been released before, and its self-research chip has also achieved phased progress.
Source: Nishi News, The Verge
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