Apple’s ambitious foray into developing its own in-house cellular modems has encountered a series of delays, pushing back the anticipated launch of Macs with built-in cellular connectivity to 2026. This timeline aligns with Bloomberg’s prediction for the arrival of Apple’s second-generation, more advanced custom modem. While the company currently offers cellular connectivity in iPhones, iPads, and Apple Watches, extending this capability to Macs represents a strategic move to enhance device versatility and user experience. The inclusion of cellular modems in Macs would liberate users from Wi-Fi dependency, enabling seamless connectivity on the go and mirroring the always-connected experience of smartphones and tablets. This development could significantly impact user workflows, particularly for professionals and creatives who require constant internet access for their work.
Apple’s initial venture into the custom modem arena is expected to materialize with the iPhone SE next year, acting as a testing ground for the technology before its broader implementation. Subsequently, the company plans to integrate the custom modem into entry-level iPads and an upcoming iPhone model rumored to be a remarkable 2mm thinner than the iPhone 16 Pro. This slimmer profile could be a testament to the efficiency and smaller footprint of Apple’s custom-designed modem compared to existing Qualcomm alternatives. The progressive rollout of the first-generation modem across different product lines allows Apple to gather real-world performance data and refine the technology for subsequent generations.
The transition to Apple’s second-generation modem, slated for 2026, marks a crucial step in the company’s strategy to achieve complete modem independence from Qualcomm. Over the subsequent three years, Apple is projected to integrate its second-generation modem into high-end iPhones and iPads, gradually phasing out the use of Qualcomm modems altogether. This strategic shift reflects Apple’s overarching goal of controlling key hardware components and optimizing them for seamless integration within its ecosystem. By owning the entire technology stack, from hardware to software, Apple can exert greater control over performance, power efficiency, and feature development, potentially leading to significant advancements in mobile connectivity.
Beyond Macs, Apple’s vision for its custom modem extends to the realm of augmented reality (AR). Bloomberg reports that Apple is exploring the possibility of incorporating the 5G chip into a future pair of AR glasses, although this product is reportedly “years away” from launch. The inclusion of cellular connectivity in AR glasses would be a significant leap forward for the technology, enabling tetherless operation and unlocking a new dimension of immersive experiences. Unconstrained by physical connections, AR glasses with cellular connectivity could seamlessly overlay digital information onto the real world, revolutionizing navigation, communication, entertainment, and even professional applications.
The development of custom modems represents a substantial investment for Apple, demanding significant resources in research and development. However, the potential rewards are equally significant. Owning the core technology allows Apple to tailor its modems precisely to the needs of its devices, potentially leading to improved battery life, enhanced performance, and tighter integration with other hardware and software components. Furthermore, reducing reliance on external suppliers like Qualcomm strengthens Apple’s supply chain resilience and offers greater control over production timelines and costs. This strategic move aligns with Apple’s history of vertical integration, demonstrating a commitment to owning and controlling key technologies that drive its product innovation.
While the road to fully integrated custom modems has been punctuated by delays, Apple’s continued pursuit of this technology underscores its long-term vision for a more connected and seamlessly integrated ecosystem. From Macs and iPhones to iPads and future AR glasses, the potential applications of Apple’s custom modems are vast, promising a future where devices are not only more powerful and efficient but also more deeply interconnected with the world around us. The success of this endeavor could reshape the landscape of mobile connectivity and further solidify Apple’s position as a leader in technological innovation.
