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Apple suppliers are Optimistic over next-gen 'M' Chips and the 2023 5G chip aimed at delivering a better Sports Content Experience

1 cover 5g Apple iPhone modem


Apple’s development of its own chips has become more and more powerful, from the A-series processors installed in the iPhone to the M-series processors used in laptops and tablets, as well as plans to develop its own data chips.


While "data chips" is a rather broad term that could include memory chips, a new tech report from Taiwan appears to assign the term data chips to "the design of Apple's 5G modem chip (modem) to strengthen the independent design capability of the chip, and control the cost, while achieving with economies of scale. The market predicts that all iPhones released in 2023 will be equipped with this home grown chip.


The industry is optimistic that TSMC will be one of Apple's main partners in the development of 5G modem chips. In the future, the penetration rate of related high-end smartphone and PC chip design and manufacturing will grow steadily, and it will focus on long-term sports capabilities."


The reference to "sport capabilities" would appear to support Apple expanding its work with Verizon and the NFL. 


Due to the performance of Apple’s own chips it creates endless order momentum for Taiwanese manufacturers such as TSMC, Hon Hai and Quanta.


The report added that "Not only has it begun mass production of M2 chips, and adopting TSMC’s latest 5nm process. It is estimated that it will be shipped in July this year at the earliest, and will be used on the MacBook Pro that is expected to be sold in the second half of the year.


10.2  Supply Chain News & Rumors



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