TSMC to Begin Producing Apple-Designed 5G Modems for iPhones in 2023

[dannys1]

What the...

 

[JPack]

What the...

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South Africa variant is taking a toll on stocks and oil.

 

[cgsnipinva]

South Africa variant is taking a toll on stocks and oil.

Agreed - worldwide markets are taking a dump on this news. I am getting into some shares that I have been watching for a while.

It is an overreaction on the news.

 

[chengengaun]

What the...

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I welcome lower prices as long as the earning power is still there.

 

[Brien]

Do they put the modem in the SoC? Any benefit?

 

[M.PaulCezanne]

Further reducing TSMC’s capacity for other production. Plus modems are tricky tech. Risky gamble this one.?

 

[JPack]

Further reducing TSMC’s capacity for other production. Plus modems are tricky tech. Risky gamble this one.?

Not really. Qualcomm uses TSMC to make X60. It's just moving wafer allocation from one account to another.

 

[JPack]

Do they put the modem in the SoC? Any benefit?

No, there's more benefit in keeping the modem separate, particularly in Apple's case.

 

[Adarna]

An Apple-designed 5G modem will allow the company to offer a <$399 iPhone by 2023.

These are the iOS devices at these price points below

• $199 2019 iPod touch 32GB A10 Fusion
• $299 2019 iPod touch 128GB A10 Fusion
• $399 2019 iPod touch 256GB A10 Fusion
• $399 2020 iPhone SE 64GB A13 Bionic

I could imagine by 2023

• $199 2023 iPhone SE 64GB A15 Bionic
• $299 2023 iPhone SE 128GB A15 Bionic
• $399 2023 iPhone SE 256GB A15 Bionic

A problem of offering iPhones at such a low price is that world govts may interpret it as monopolistic movements.