Apple will continue to rely on TSMC, which will produce its 5G modems with a 2‑nanometer technology.

Brief on the news

- Apple is likely to use Intel chips in some new Mac and iPad models.

- TSMC will continue supplying 5G modems for Apple, but already with its own 2‑nm technology.

- Apple will replace Qualcomm with its own modems starting with the iPhone 18, and the C1 modem was introduced in the iPhone 16e.

What the sources say
The Taiwanese publication *Economic Daily News* (link via TrendForce) reports that Apple plans to use TSMC’s 2‑nm technology to manufacture 5G modems that will be used in future iPhones, iPads and Watches. Estimates suggest a production run of several hundred million units per year.

According to the data, the iPhone 17 will remain the last generation to use a Qualcomm modem. Starting with the iPhone 18 family, Apple will fully switch to its own C2 series modems developed in‑house. In 2025 the first mass‑produced product was the C1 modem (in the iPhone 16e), combining 4‑nm and 7‑nm chips; its successor C2 will add support for millimetre‑wave bands and satellite connectivity.

Why the market reacts
News of a possible partnership with Intel sparked excitement: Apple shares rose, and investors noted that this does not cancel the existing partnership with TSMC. The most likely scenario is that part of the M‑series chips will be produced on Intel’s 18AP platform for base Mac and iPad models by mid‑2027.

Conclusion
1. TSMC will continue supplying Apple modems, but already with 2‑nm technology.

2. Apple will replace Qualcomm with its own modems starting with the iPhone 18.

3. Intel could become a partner in producing M chips for entry‑level Macs and iPads by 2027.

Thus, Apple maintains a vertical integration strategy: in‑house developments (C1/C2 modems) and collaboration with leading global fabs (TSMC, Intel).