Overview

  • iPhone In-House % Total Component Cost: iPhone 16e highest at 40%
  • Key Drivers: Baseband, transceiver and related PMICs
  • Cost Savings: $10/device driven by Apple’s 5G solution


  • iPhone 16e In-House Chips: Processing, cellular connectivity, power mgmt
  • Cellular, Power Mgmt “In-house Value Share”: Rise to 63% & 50%, respectively
  • Key Drivers: C1 baseband IC, related transceiver, PMIC
  • iPhone 17: Likely to adopt same cellular solution


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