Qualcomm 'Running Out' of Time to Win 5G Modem Orders in 2020 iPhones Amid Legal Battle With Apple

Qualcomm may be running out of time if it wants to supply Apple with 5G modems for its 2020 iPhones as some rumors suggest.

qualcomm iphones
In a research note today, analysts at investment bank Barclays said that while they originally thought Qualcomm had an opportunity to supply the 5G modems to Apple, they now believe that time "seems to be running out" unless the two companies can settle their bitter legal battle in the next few weeks.

Back in November, it was reported that Apple will tap Intel as its 5G modem supplier instead, but Barclays analysts believe that the modem design for 2020 iPhones "needs to be set now," and that the expected late 2019 availability of Intel's first consumer 5G modem "does not work with Apple's timeline."

Apple recently testified that it held conversations with Samsung and MediaTek as potential alternative suppliers, but it's unclear if those companies would be able to meet Apple's production, performance, and cost demands.

Apple is also reportedly working on its own cellular modems, but research and development appears to be in the early stages.

Last week, Intel confirmed that it expects the first consumer products embedded with its 5G chips to be released in 2020, the same year Apple is rumored to release its first 5G-enabled iPhone, enabling faster data speeds.

Top Rated Comments

G5isAlive Avatar
28 months ago
QCOM is screwed.
Actually, I think it's consumers that are screwed. And Apple, but Apple, right or wrong (and I think they are right) in the ongoing dispute, somewhat dug its own grave by not negotiating successfully up front and taking part in this situation at all. But yeah, what this means is Apple may not have 5G in 2020. Doesn't bother me we dont have it now. But 2020? Thats going to be a bitter pill.
Score: 17 Votes (Like | Disagree)
lazard Avatar
28 months ago
lose lose situation. Qualcomm misses out on potential business and Apple is stuck using crappy Intel modems.
Score: 13 Votes (Like | Disagree)
gotluck Avatar
28 months ago
QC has the best modems :(
Score: 11 Votes (Like | Disagree)
CalvinBroadus Avatar
28 months ago
QC modems >>>>>> Intel Modems
They're trolls for sure, but they make some damn good modems. Intel's are crap in comparison.
Score: 11 Votes (Like | Disagree)
69Mustang Avatar
28 months ago
My point is, they should have never burned that bridge.
Maybe they shouldn't have burned that bridge (I personally don't think it's completely burned) generally speaking. But posting they're screwed on this topic implies they're screwed in relation to 5G modem orders. I don't think so. As [USER=147479]@rjohnstone[/USER] noted, they probably didn't factor Apple into their future numbers.

Regarding 5G, I think Apple has a little more to worry about because Intel. Intel never met a product timeline they couldn't conveniently ignore. The readiness of their 5G modem in 2020 has to be taken with a grain of salt. Even if - I doubt it - they managed to hit their 2020 timeline, that pushes their product's market readiness into late 2020 at the earliest. But this is Intel, so we know that means at least end of Q2 2021:D

I'm pretty sure Apple and Qualcomm will eventually come to some kind of detente and find a way to do business.
Score: 9 Votes (Like | Disagree)
rjohnstone Avatar
28 months ago
QCOM is screwed.
How?
Seriously... they supply modems to a large number of other device manufacturers.
I highly doubt they had an Apple order factored into any financial forecasting given the current situation.
Score: 9 Votes (Like | Disagree)

Top Stories

apple event spring loaded

Apple's 'Spring Loaded' Event Officially Announced for Tuesday, April 20

Tuesday April 13, 2021 9:04 am PDT by
Following an overnight leak by Siri, Apple today officially announced that it will be holding a special "Spring Loaded" event on Tuesday, April 20 at 10:00 a.m. Pacific Time at the Steve Jobs Theater on the Apple Park campus in Cupertino, California. As with all of Apple's 2020 events, the April 2021 event will be a digital-only gathering with no members of the media invited to attend in...
iphone12cameras

Kuo: 2022 iPhones to Feature 48-Megapixel Camera, 8K Video, and 6.1 and 6.7" Sizes With No 5.4" Mini Option

Tuesday April 13, 2021 10:45 pm PDT by
The upcoming 2022 iPhone lineup will feature two 6.1-inch devices and two 6.7-inch devices, with no mini-sized 5.4-inch iPhone, well-respected Apple analyst Ming-Chi Kuo said in a note to investors that was seen by MacRumors. Two of the iPhones will be high-end models and two of the iPhones will be lower-end models, similar to the current iPhone 12 lineup. Apple introduced the 5.4-inch...
macos catalina serial number

Apple Preparing Rollout of New Randomized Product Serial Numbers Ahead of 'Spring Loaded' Event

Wednesday April 14, 2021 2:08 am PDT by
Apple is advising its authorized premium resellers and dealers to prepare for new products with 10 and 12 digital serial numbers, days ahead of when it's expected to reveal a slew of new products. MacRumors previously reported that Apple plans to switch to randomized serial numbers for future products starting in early 2021. The company now seems to be preparing for that roll-out, telling...
apple event particularly innovative article

Gurman: Apple's 'Spring Loaded' Event Won't Feature Anything 'Particularly Innovative'

Thursday April 15, 2021 1:30 am PDT by
Bloomberg's highly-respected Mark Gurman says that he expects nothing "particularly innovative" or "extraordinary" to launch at Apple's "Spring Loaded" event next week, Tuesday, April 20. Gurman made the remarks during an interview for Bloomberg Technology, in which he reaffirmed that Apple will launch a new 11-inch and 12.9-inch iPad Pro, with the higher-end model featuring a brand new...
duanrui iphone13 notch samples

More Leaked iPhone 13 Samples Show Smaller Notch, Repositioned Earpiece and Front Camera

Wednesday April 14, 2021 1:06 am PDT by
Leaker known as "DuanRui" has today shared an image of two iPhone 13 "film samples," which show the same rumored smaller notch design coming to the iPhone 13 series that we've seen from other sources. In past tweets, DuanRui has accurately leaked the correct names of the iPhone 12 models and an iPad Air 4 manual revealing its new design, so there's good reason to think this leak is credible, ...
siir apple event april 20

Siri Reveals Apple Event Planned for Tuesday, April 20

Tuesday April 13, 2021 12:04 am PDT by
Siri has apparently prematurely revealed that Apple plans to hold an event on Tuesday, April 20, where the company is expected to reveal brand new iPad Pro models and possibly its long-awaited AirTags trackers. Subscribe to the MacRumors YouTube channel for more videos. Upon being asked "When is the next Apple Event," Siri is currently responding with, "The special event is on Tuesday, April...
apple event hashflag

Twitter Hashflag for April 20 Apple Event Goes Live

Tuesday April 13, 2021 2:21 pm PDT by
Following the overnight Siri leak and subsequent announcement that Apple will hold a media event on Tuesday, April 20, a new Twitter hashflag has appeared to help provide visibility for the event on the platform. For the last several recent events, Apple has utilized hashflags, which are little icons next to hashtags on Twitter, as a way to market its events. The company first started the...
parallels windows 10 arm mac

Parallels 16.5 Can Virtualize ARM Windows Natively on M1 Macs With Up to 30% Faster Performance

Wednesday April 14, 2021 7:00 am PDT by
Parallels today announced the release of Parallels Desktop 16.5 for Mac with full support for M1 Macs, allowing for the Windows 10 ARM Insider Preview and ARM-based Linux distributions to be run in a virtual machine at native speeds on M1 Macs. Parallels says running a Windows 10 ARM Insider Preview virtual machine natively on an M1 Mac results in up to 30 percent better performance compared ...
iphone 13 pro render rear

iPhone 13 Pro Rumored to Be Thicker and Feature Larger Rear Camera System

Wednesday April 14, 2021 7:07 am PDT by
Tech blog 91Mobiles has obtained 3D renders of what it claims will be the iPhone 13 Pro, revealing a largely familiar design with a few notable changes, including a smaller notch and a significantly larger rear camera system. Following renders of the standard iPhone 13 model from MySmartPrice yesterday, which showed a new diagonal rear camera layout, these renders of the 6.1-inch iPhone 13...
third gen Apple pencil leaked video

Video of Alleged Third-Generation Apple Pencil Leaks Ahead of Apple Event

Friday April 16, 2021 6:13 am PDT by
A video purporting to be of the third-generation Apple Pencil has today been shared online, showing a glossy finish that mirrors previous leaks. New ✏️ ready to 🚢 #AppleEvent @TommyBo50387266 pic.twitter.com/s4RCDwDi5M— 漢尼斯·拉斯納 🇨🇳 (@ileakeer) April 16, 2021 The brief video from Twitter account @ileakeer, spotted by 9to5Mac, shows an Apple Pencil with a glossy finish much like the...