Qualcomm is preparing for the launch of Apple's own modem chips, which will cut into Qualcomm's modem business starting in 2023. At today's Investor Day event, Qualcomm CFO Akash Palkhiwala said that Qualcomm expects to supply just 20 percent of Apple's modem chips in 2023.
If that's an accurate estimate, it means that 2022 will be the last year that Qualcomm enjoys a modem monopoly in iPhone devices. Apple has been working on in-house modem chips for years now, and prior rumors have indeed suggested that Apple's chips will be ready to launch in 2023.
Back in May, Apple analyst Ming-Chi Kuo said that Apple's 5G baseband chips could debut in the 2023 iPhone models, which is in line with Qualcomm's expectations. Should this occur, Apple will likely use its own chips in most regions, but rely on Qualcomm for chips in certain areas. Qualcomm said that this is just a "planning assumption for forecast purposes," but it appears the company is counting on a 2023 launch.
The assumption we use for this forecast is that for Apple 2023 launch, our share is down to 20%. This is a planning assumption for the forecast purposes. Just to be clear, there is no new data point that makes us do this forecast versus our discussions in the past. We just wanted to set a base for this forecast, and so we've used that as a planning assumption.
Apple tried to transition away from Qualcomm chips once before following a heated legal battle between the two companies. Apple wanted Intel to supply its 5G chips for the iPhone 12 models, but Intel could not meet Apple's expectations.
In 2019, Apple and Qualcomm settled their legal issues and Apple agreed to a multi-year partnership because it had no other place to get the appropriate chips it needed for its devices. Apple also began work on its own in-house modem chips with the aim of eventually getting away from Qualcomm, with Apple purchasing Intel's modem chip business to get a head start.
Thursday November 6, 2025 11:12 am PST by Joe Rossignol
Apple today updated its trade-in values for select iPhone, iPad, Mac, and Apple Watch models. Trade-ins can be completed on Apple's website, or at an Apple Store.
The charts below provide an overview of Apple's current and previous trade-in values in the U.S., according to its website. Maximum values for most devices either decreased or saw no change, but the iPad Air received a slight bump.
...
Thursday November 6, 2025 2:45 pm PST by Juli Clover
Apple is promoting the new Liquid Glass design in iOS 26, showing off the ways that third-party developers are embracing the aesthetic in their apps. On its developer website, Apple is featuring a visual gallery that demonstrates how "teams of all sizes" are creating Liquid Glass experiences.
The gallery features examples of Liquid Glass in apps for iPhone, iPad, Apple Watch, and Mac. Apple...
Friday November 7, 2025 6:40 am PST by Joe Rossignol
Apple's online store in the U.S. is suddenly offering a pack of four AirTags for just $29, which is the same price as a single AirTag.
This is likely a pricing error, and it is unclear if orders will be fulfilled. Apple has not discounted the AirTag four-pack in any other countries that we checked.
Delivery estimates are already pushing into late November to early December, suggesting...
Monday November 3, 2025 5:54 am PST by Joe Rossignol
Following more than a month of beta testing, Apple released iOS 26.1 on Monday, November 3. The update includes a handful of new features and changes, including the ability to adjust the look of Liquid Glass and more.
Below, we outline iOS 26.1's key new features.
Liquid Glass Toggle
iOS 26.1 lets you choose your preferred look for Liquid Glass.
In the Settings app, under Display...
Thursday November 6, 2025 4:08 pm PST by Juli Clover
IKEA today announced the upcoming launch of 21 new Matter-compatible smart home products that will be able to interface with HomeKit and the Apple Home app. There are sensors, lights, and control options, all of which will be reasonably priced. Some of the products are new, while some are updates to existing lines that IKEA previously offered.
There are a series of new smart bulbs that are...
We're officially in the month of Black Friday, which will take place on Friday, November 28 in 2025. As always, this will be the best time of the year to shop for great deals, including popular Apple products like AirPods, iPad, Apple Watch, and more. In this article, the majority of the discounts will be found on Amazon.
Note: MacRumors is an affiliate partner with some of these vendors. When ...
The future of Apple Fitness+ is "under review" amid a reorganization of the service, according to Bloomberg's Mark Gurman.
In the latest edition of his "Power On" newsletter, Gurman said that Apple Fitness+ remains one of the company's "weakest digital offerings." The service apparently suffers from high churn and little revenue.
Nevertheless, Fitness+ has a small, loyal fanbase that...
Friday November 7, 2025 1:19 pm PST by Juli Clover
HTX Studio this week shared the results from a six-month battery test that compared how fast charging and slow charging can affect battery life over time.
Using six iPhone 12 models, the channel set up a system to drain the batteries from five percent and charge them to 100 percent over and over again. Three were fast charged, and three were slow charged.
Another set of iPhones underwent...
Thursday November 6, 2025 4:37 am PST by Tim Hardwick
Apple in iOS 26.2 will disable automatic Wi-Fi network syncing between iPhone and Apple Watch in the European Union to comply with the bloc's regulations, suggests a new report.
Normally, when an iPhone connects to a new Wi-Fi network, it automatically shares the network credentials with the paired Apple Watch. This allows the watch to connect to the same network independently – for...
Remember they bought a part of Intel, which used to be Infineon/Siemens, so they are not starting from scratch with cellular modems. Yes, RF is tricky, but you if you (still) have the right people.
PS: why would Qualcomm still supply 20% ? I see no technical reasons. TD-SCDMA in China is R.I.P., same for CDMA2000 in the US.
Legacy iPhone models are still being produced as per the contracts that they hold. That should warrant the 20 %.
