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...
Thursday September 29, 2022 7:44 am PDT by Juli Clover
The iPhone 14 Pro and Pro Max introduce some major improvements in camera technology, adding a 48-megapixel lens and low-light improvements across all lenses with the new Photonic Engine. We've spent the last week working on an in-depth comparison that pits the new iPhone 14 Pro Max against the prior-generation iPhone 13 Pro Max to see just how much better the iPhone 14 Pro Max can be.
Subscrib ...
Thursday September 29, 2022 12:38 pm PDT by Juli Clover
Tony Blevins, Apple's vice president of procurement, is set to depart the company after he made a crude comment about his profession in a recent TikTok video, reports Bloomberg.
Blevins was in a video by TikTok creator Daniel Mac, who was doing a series on the jobs of people he spotted with expensive cars. After seeing Blevins in an expensive Mercedes-Benz SLR McLaren, Mac asked Blevins what ...
Wednesday September 28, 2022 4:27 pm PDT by Juli Clover
The Dark Sky weather app that's owned by Apple is no longer available for download in the U.S. App Store, suggesting that it has been removed ahead of schedule.
Apple acquired Dark Sky back in March 2020 and has since incorporated elements of the app into the Weather app available on the iPhone (and soon, the iPad).
Dark Sky remained available for purchase as a standalone weather app...
Thursday September 29, 2022 1:08 pm PDT by Juli Clover
The third beta of iOS 16.1 that was released earlier this week expands the Adaptive Transparency feature introduced with the second-generation AirPods Pro to the original AirPods Pro.
As noted on Reddit, first-generation AirPods Pro owners who also have the AirPods beta software will now see an "Adaptive Transparency" toggle in the AirPods section of the Settings app. The 5A304A beta...
Thursday September 29, 2022 7:26 am PDT by Sami Fathi
Speaking at Università Degli Studi di Napoli Federico II in Naples, Italy, Apple CEO Tim Cook said that not too long from today, people will wonder how they led a life without augmented reality, stressing the "profound" impact it will have on the not so distant future. At the university, Cook was awarded an Honorary Degree in Innovation and International Management and also sat down for a...
Thursday September 29, 2022 9:08 am PDT by Sami Fathi
One of the biggest new features in iOS 16 is a completely redesigned iPhone Lock Screen. The new Lock Screen is entirely customizable, letting you change the colors and fonts, add widgets and new wallpapers, and more to make your iPhone uniquely yours. Of course, even before iOS 16, you could customize your Lock Screen with a wallpaper of your choice. iOS 16 takes the Lock Screen wallpaper...
Friday September 30, 2022 9:11 am PDT by Joe Rossignol
The Wall Street Journal's Joanna Stern recently traveled to Michigan to test Apple's new crash detection feature on the iPhone 14 and Apple Watch Ultra. In response, Apple provided some additional information about how the feature works.
Stern recruited Michael Barabe to crash his demolition derby car with a heavy-duty steel frame into two unoccupied vehicles parked in a junkyard — a 2003...
The iPhone 14 and iPhone 14 Pro models bring over a longstanding Mac feature, but the setting to enable it is off by default.
The feature, which is actually a new accessibility option, allows the iPhone to play a startup chime like the Mac. When enabled, the sound comes alongside a new shutdown chime.
The Mac has featured a startup chime since 1987's Macintosh II, and the iconic "bong"...
This week's best Apple deals focus on the AirPods Pro, AirPods Pro 2, and M2 MacBook Air, including numerous all-time low prices on these devices. You'll also find up to 50 percent off discounts on Anker and Eufy accessories on Amazon.
Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment, which helps us...
Wednesday September 28, 2022 10:22 am PDT by Juli Clover
Apple has seen high demand for the 6.7-inch iPhone 14 Pro Max, which could lead the company to further differentiate the next-generation iPhone 15 Pro and Pro Max, according to Apple analyst Ming-Chi Kuo. Apple could add exclusive features to the iPhone 15 Pro Max in an effort to encourage more people to purchase the larger and more expensive device.
Kuo last week said that Apple asked...
Apple on September 12 released iOS 15.7 and iPadOS 15.7, delivering important fixes for multiple security vulnerabilities, including at least one that has been actively exploited.
Apple's latest mainstream iPhone models come in two sizes with A15 chip, car crash detection, satellite connectivity, and more. iPhone 14 is available now, while iPhone 14 Plus launches on October 7.
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!