NuAxiSemiconductor trade intelligence
Apple’s iPhone 17 Series 5G mmWave Antenna Module Revealed to be Powered by Soitec FD-SOI Substrates
What happened
Teardown analysis confirms Apple's iPhone 17 uses Qualcomm's QTM565 mmWave AiP module, which is manufactured on GlobalFoundries' 22FDX process using Soitec's FD-SOI substrates. This represents a commercial validation of FD-SOI technology for high-volume consumer 5G mmWave applications, offering advantages in integration and performance. Neutral: This is a technology adoption milestone with no immediate, quantifiable impact on component supply, pricing, or trading decisions.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
FD-SOI SubstratesmmWave RFIC
technology-trendproduct-launch
Source and time
Source: SemiWiki · 3/2/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders