Apple (AAPL) analyst Ming-Chi Kuo said in an update on X, the platform formerly known as Twitter, that his latest supply chain survey indicates that Apple’s in-house 5G chip shipments will grow rapidly and replace Qualcomm’s (QCOM) 5G chips. The analyst estimates that Apple’s in-house 5G chip shipments will reach 35M-40M units in 2025, 90M-110M in 2026, and 160M-180M in 2027. This trend will significantly impact Qualcomm’s 5G chip shipments and licensing sales, the analyst adds.
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