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Analyst Ming-Chi Kuo just released his projected shipment chart for Apple's 5G modems over the next three years. Based on his supply chain checks, Kuo says Apple's 5G modem shipments will as it sought to replace Qualcomm modems. For 2025, Kuo estimates that Apple will ship between 35 to 40 million units. In 2026, Kuo thinks the shipments will range between 90 to 110 million units. Shipments will hit , which is the same year that . Kuo shared in 2023 that and the iPhone SE 4 could be the first Apple device to use an in-house modem though . Apple's journey to develop an in-house 5G modem has been riddled with challenges despite having . that Apple's in-house modem is still in and lacks many competitive features. For example, one variant of the modem is said to have a frequency range that unlocks the full potential of 5G as it has better throughput, performance and lower latency compared to sub-6GHz. Most of the Intel code had to be rewritten entirely and . There was even a rumour that due to repeated failures. Nonetheless, Kuo's latest projections suggests that this is not the case and Apple is still working on the project. Source: