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

[dannys1]

What the...

 

[JPack]

What the...

View attachment 1918390

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...

View attachment 1918390

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.