Since Apple launched its long-term plan for Apple silicon, its path of independently developing chips has continued to expand. Among them, the 5G modem chip C1, which has been cultivated for many years and has attracted much attention from the outside world, has been officially unveiled. It is usually expected to be produced by its partner TSMC in the future, and the latest analysis by research institutions has also revealed the benefits brought by Apple's self-developed chips.
According to the latest disassembly analysis by Counterpoint Research, in the BoM cost of iPhone 16e, the proportion of self-developed internal components in the total cost of iPhone is the highest among all models, reaching 40%.
This key achievement is mainly driven by factors such as baseband chips, transceivers, and related PMICs. In terms of cost, it is expected that with Apple's 5G solution, each device can save $10.
Specifically, the key components of the iPhone 16e's internal chip include the processor, cellular network, and power management, which are crucial. Among them, the "internal value proportion" of cellular network related chips and power management related chips has risen to 63% and 50% respectively, and it is expected that the iPhone 17 will likely use the same cellular solution.
According to analysis by relevant sources, based on the expected shipment scale of 22 million units of Apple iPhone 16e this year, it can save at least $220 million.
