On May 10, it was reported that Guo Mingxuan, an analyst of Tianfeng International, released an investment report on the 5G chip industry today. In this report, it was predicted that Apple would adopt the 5G baseband chip developed by itself on the iPhone product line as soon as 2023.

In 2019, in order to catch up with the 5G market, Apple re entered into cooperation with Qualcomm. The current iPhone 12 series uses the X55 5G baseband provided by Qualcomm. However, at the same time, Apple also acquired the baseband business of its partner Intel and developed its own baseband.

Apple's every move in the selection of parts will naturally have a significant impact on partners. This report predicts that Qualcomm will be forced to win more orders in the mid and low-end 5G chip market to make up for this loss, and MediaTek will face more significant competitive pressure due to the loss of Apple baseband orders and the sluggish sales momentum of mid and high-end 5G Android phones.

The report mentioned that although the penetration rate of 5G mobile phone shipments in the Chinese market reached more than 80% in April, the mobile phone inventory also reached a historical high at the same time, reflecting that the demand for 5G mobile phones is sluggish due to the lack of killer applications. Before the emergence of 5G killer applications, Android 5G mobile phones will face the structural risk of long-term demand depression.

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