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.
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 %.
After Xiaomi pledged to aggressively challenge Apple earlier this month, Chinese smartphone brand Oppo is also now planning to directly compete with Apple on a global scale with a wave of premium devices, starting with the newly announced Find X5 (via South China Morning Post).
Oppo is currently the world's fourth-biggest smartphone vendor, but following its merger with OnePlus, the company...
Tuesday November 23, 2021 7:37 pm PST by Eric Slivka
Apple's main chip manufacturing partner TSMC will beginning producing Apple's first in-house 5G modem chips for the iPhone in 2023, according to a report from Nikkei Asia. The move, which has been under development for several years and enhanced by Apple's 2019 acquisition of the majority of Intel's modem business, will allow Apple to shift away from Qualcomm as a supplier for the important chips ...
The United States Federal Trade Commission is abandoning its antitrust lawsuit against Qualcomm, reports Bloomberg. The FTC will not seek a Supreme Court review of a 2020 federal appeals court decision that determined that Qualcomm's licensing practices are fair and not anticompetitive.
In a statement, FTC chairwoman Rebecca Kelly Slaughter said that the FTC's conclusion that Qualcomm...
Thursday December 16, 2021 10:30 am PST by Juli Clover
Apple is creating a new office that will focus on wireless chip production as the company works to bring more of its chip development in-house, reports Bloomberg.
Apple is hiring a few dozen engineers for an office in Southern California to develop components that may eventually replace parts that are currently sourced from companies like Broadcom, Skyworks, and Qualcomm. The office is...
Evidence that Apple is testing the M2 Apple silicon chip, expected to debut first in a new MacBook Air and refreshed 13-inch MacBook Pro, has been spotted by a developer ahead of Tuesday's "Peek performance" Apple event.
As reported by Bloomberg's Mark Gurman in his latest Power On newsletter, a "developer source" has informed him that in recent weeks, Apple has been testing a chip with an...
Qualcomm today announced plans for next-generation Arm-based System on Chips (SoC) designed to rival Apple's M-series chips in the PC space (via The Verge).
At Qualcomm's 2021 investor day event, chief technology officer Dr. James Thompson announced the plans for the new generation of chips. The chips are "designed to set the performance benchmark for Windows PCs" and are being developed by...
Intel today announced that it is teaming up with Qualcomm to manufacture some of Qualcomm's future chips. The chips will be manufactured using Intel's 20A process, which is expected to ramp in 2024.
There is no word on which chips Intel will make for Qualcomm, but Qualcomm's Snapdragon chips are used in most Android smartphones. Though the 20A design is expected to be available starting in...
Wednesday February 23, 2022 2:18 am PST by Tim Hardwick
Apple is in preliminary talks with new suppliers about backend orders for its first in-house 5G modem chips for iPhones, according to a new report from DigiTimes.
Apple is reportedly negotiating with ASE Technology, which owns Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL), to package some of its first self-designed 5G modem chips.
The report notes...
iOS 16 will include new ways of interacting with the system and some "fresh Apple apps," Bloomberg's Mark Gurman has said, offering some more detail on what Apple has in store for the upcoming release of iOS and iPadOS set to be announced in a few weeks at WWDC. In the latest edition of his Power On newsletter, Gurman wrote that while iOS 16 is not likely to introduce a major face-lift to...
YouTuber Unbox Therapy has shared a hands-on look at the iPhone 14 Pro Max using what he claims is a one-to-one replica created by third-party case makers with access to detailed schematics and dimensions for Apple's new upcoming flagship smartphone.
As with the iPhone 13 Pro lineup, in 2022, we are expecting a 6.1-inch iPhone 14 Pro and a 6.7-inch iPhone 14 Pro Max, but this time the Pro...
Apple earlier this week announced the discontinuation of the iPod touch, and because it was the last iPod still available for purchase, its sunsetting effectively marks the end of the entire iPod lineup.
To send the iPod on its way, we thought it would be fun to take a look back at some of the most notable iPod releases over the last 21 years.
Original iPod (2001)
Introduced in October...
Apple today released macOS Monterey 12.4, the fourth major update to the macOS Monterey operating system that launched in October 2021. macOS Monterey 12.4 comes over two months after the launch of macOS Monterey 12.3, an update that added Universal Control.
The macOS Monterey 12.4 update can be downloaded on all eligible Macs using the Software Update section of System...
Apple today released iOS 15.5 and iPadOS 15.5, the fifth major updates to the iOS and iPadOS 15 operating systems that were initially released in September 2021. iOS and iPadOS 15.5 come a little over two months after the launch of iOS 15.4 and iPadOS 15.4.
The iOS 15.5 and iPadOS 15.5 updates can be downloaded for free and the software is available on all eligible devices over-the-air in...
Earlier this week, well-known Apple analyst Ming-Chi Kuo claimed that Apple plans to release at least one iPhone 15 model with a USB-C port in 2023. Now, in a follow-up tweet, he has claimed that accessories like AirPods, the MagSafe Battery Pack, and the Magic Keyboard/Mouse/Trackpad trio would also switch to USB-C in the "foreseeable future."
Both the iPhone and all of the aforementioned...
Apple today released tvOS 15.5, the fifth major update to the tvOS operating system that first launched in September 2021. tvOS 15.5 comes more than two months after the release of tvOS 15.4, an update that brought support for captive WiFi networks.
tvOS 15.5 can be downloaded over the air on the Apple TV through the Settings app by going to System > Software Update. Apple...
Apple on May 16 released iOS 15.5 and iPadOS 15.5, bringing improvements for Podcasts and Apple Cash, the ability to see Wi-Fi signal of HomePods, dozens of security fixes, and more.
Top Rated Comments
Expecting aggressive performance results like this on an iPhone ??
2022, is the year Apple becomes independent.
... MacBook Pro 2022 built-in 5G. Forget Wifi, work anywhere! In the forest!