Barclays: There's Still a 'Good Chance' Apple Will Have to Use Qualcomm 5G Modems in 2020 iPhones

While recent reports have suggested Intel will supply Apple with 5G modems for 2020 iPhones, the chipmaker has struggled with its consumer 5G modems, to the extent that Apple has allegedly "been unhappy" with Intel's progress.

qualcomm iphone xs
Despite its apparent displeasure with Intel, a report in November claimed that Apple had not considered reopening conversations with Qualcomm about supplying 5G modems for 2020 iPhones. Instead, Apple recently testified that it held conversations with Samsung and MediaTek as potential alternative suppliers.

In a research note obtained by MacRumors today, however, analysts at investment bank Barclays said they "still believe there is a good chance Apple will have to use Qualcomm for the 5G modem in their 2020 phones." They also believe such a deal may result in the two companies settling their ongoing lawsuit.

It's a bold claim, as Apple and Qualcomm are engaged in a bitter legal battle around the world. The saga began in 2017 when Apple sued Qualcomm over anticompetitive business practices related to royalties. Qualcomm has denied the allegations and says the iPhone wouldn't exist without its innovations.

Apple COO Jeff Williams recently testified that Qualcomm has been unwilling to provide Apple with any new wireless chips since the legal battle began, with each company seemingly trying to gain the upper hand on the other. As of now, neither company appears willing to back down.

Qualcomm is widely considered to be leading the industry with its 5G efforts though, and there's a good chance its 5G modems will outperform similar offerings from Intel, so perhaps the two companies will find a way to settle their differences.

Related Roundup: iPhone 12
Related Forum: iPhone

Top Rated Comments

nepalisherpa Avatar
53 months ago
Apple needs to hurry up and design their own modem.
Score: 12 Votes (Like | Disagree)
The Don Onez Avatar
53 months ago
Can you "hurry up" and develop a modem? Especially one that's better than the competition, and they have decades of a head start.
Apple needs to hurry up and design their own modem.
Score: 8 Votes (Like | Disagree)
StevieD100 Avatar
53 months ago
Once Apple designs their own modem, it's going to be game over!!!
Apart from the gazillion patent suits that will appear from all over the place.
Score: 5 Votes (Like | Disagree)
csi24 Avatar
53 months ago
We all knew this was gonna happen. Until Apple can make their own modems, they'll have to kiss and make up with Qualcomm.

The Intel modem and the stupid new antenna design on the Xs Max caused me to return my Max a week after launch. The signal was worse than my 7 Plus!
Score: 5 Votes (Like | Disagree)
Fender2112 Avatar
53 months ago
There is more at stake here than just bad blood between Qualcom and Apple. The FTC has legitimate concerns about Qualcom's unethical trade practices.

The courts need to make a ruling on this so a precedent can be set for other companies.
Score: 4 Votes (Like | Disagree)
laptech Avatar
53 months ago
I am sure over the years Apple has done it's fair share of squashing companies into submission into doing what it wants. Now they have come up against a company they cannot 'squash' they are throwing their toys out the pram because they are not getting what they want.
Score: 3 Votes (Like | Disagree)

Popular Stories

iphone 15 pro wifi 6e

Internal Apple Document From Leaker 'Unknownz21' Confirms Wi-Fi 6E Will Be Limited to iPhone 15 Pro Models

Friday January 27, 2023 10:01 am PST by
Multiple rumors have suggested that the next-generation iPhone 15 models will adopt the Wi-Fi 6E standard that Apple has already introduced in the iPad Pro and MacBook Pro, and now a leaked document appears to confirm Apple's plans. Sourced from researcher and Apple leaker Unknownz21 (@URedditor), the document features diagrams of the iPhone 15's antenna architecture. D8x refers to the...
iPhone 14 Pro Purple Side Perspective Feature Purple

iPhone 15 Pro Rumored to Have These 8 Features

Friday January 27, 2023 2:11 pm PST by
Apple's next-generation iPhone 15 Pro and iPhone 15 Pro Max are expected to be announced in September as usual. Already, rumors suggest the devices will have at least eight exclusive features not available on the standard iPhone 15 and iPhone 15 Plus. An overview of the eight features rumored to be exclusive to iPhone 15 Pro models:A17 chip: iPhone 15 Pro models will be equipped with an A17...
top stories 28jan2023

Top Stories: iOS 16.3 Released, iPhone 15 Pro Rumors, macOS Tips and Tricks, and More

Saturday January 28, 2023 6:00 am PST by
Following last week's hardware announcements, this week saw the actual release of several of the new products as well as operating system updates bringing new features and bug fixes across Apple's platforms. This week also saw some fresh rumors about the iPhone 15 lineup and Apple's upcoming AR/VR headset, while we shared some tips to help you get the most of your macOS experience, so read...
Multi Display CarPlay 1

Apple Launching All-New CarPlay Experience Later This Year With These 5 Features

Sunday January 29, 2023 10:15 am PST by
In June 2022, Apple previewed the next generation of CarPlay, promising deeper integration with vehicle functions like A/C and FM radio, support for multiple displays across the dashboard, personalization options, and more. Apple says the first vehicles with support for the next-generation CarPlay experience will be announced in late 2023, with committed automakers including Acura, Audi,...
maxresdefault

Hands-On With the New M2 Max MacBook Pro

Thursday January 26, 2023 12:14 pm PST by
New 14-inch and 16-inch MacBook Pro models with the latest M2 Pro and M2 Max chips are available in Apple retail stores and are already in the hands of customers, and we picked up one of the new M2 Max machines to answer all of the questions MacRumors readers considering a purchase might have. Subscribe to the MacRumors YouTube channel for more videos. Yesterday, we asked MacRumors fans on...
iPhone 15 General Mock Feature

Kuo: iPhone 15 Models to Adopt Wi-Fi 6E

Thursday January 26, 2023 5:09 pm PST by
The upcoming iPhone 15 models that are set to be introduced later in 2023 will adopt the Wi-Fi 6E standard, according to Apple analyst Ming-Chi Kuo. In a note about Apple's work on a Wi-Fi chip, Kuo said that the company will upgrade the iPhone 15 to Wi-Fi 6E. Apple is already using Wi-Fi 6E for the 11 and 12.9-inch iPad Pro models introduced last year, along with the new Mac mini and...
iPhone 14 Pro Purple Side Perspective Feature Purple

iPhone 15 Expected to Feature Wi-Fi 6E Like Latest Macs and iPad Pro

Wednesday January 25, 2023 5:39 pm PST by
The iPhone 15 will support Wi-Fi 6E, according to a research note shared this week by Barclays analysts Blayne Curtis and Tom O'Malley. The analysts did not specify whether the feature will be available on all models or limited to the Pro models. Apple has added Wi-Fi 6E support to a handful of devices so far, including the latest 11-inch and 12.9-inch iPad Pro, 14-inch and 16-inch MacBook...