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.
The iPhone 17 Pro and iPhone 17 Pro Max are around three months away, and there are plenty of rumors about the devices from credible sources.
Below, we recap key changes rumored for the iPhone 17 Pro models as of June 2025:Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro models have a titanium frame, and the iPhone X...
Last week, we reported that iOS 26 introduces an opt-in Adaptive Power Mode on the iPhone, alongside the existing Low Power Mode.
Apple says that Adaptive Power Mode can make "small performance adjustments" when necessary to extend an iPhone's battery life, including slightly lowering the display brightness or allowing some activities to "take a little longer."
The full description of...
Apple has long been working towards an iPhone with an all-screen design, and it might finally achieve the feat in a few more years from now.
In his Power On newsletter today, Bloomberg's Mark Gurman said that Apple will shrink the size of the Dynamic Island on new iPhone models released next year. A year after that, he expects Apple to release a redesigned 20th-anniversary iPhone model....
Apple's upcoming iPhone 17 Pro and iPhone 17 Pro Max models are rumored to be equipped with a vapor chamber cooling system, and a leaker known as Majin Bu today shared a photo of an alleged copper thermal plate for the system.
Many high-end Android smartphones like Samsung's Galaxy S25 Ultra are equipped with a vapor chamber cooling system, which can manage heat dissipation inside the...
With the second beta of iOS 26 that Apple provided to developers today, Apple addressed one of the major complaints that people have had with Liquid Glass.
iOS 26 beta 1 on left, iOS 26 beta 2 on right
The Control Center buttons are now slightly more opaque, making it easier to see the different control options even on a multicolored background. The new, more opaque look is apparent with the ...
iOS 26 is gaining two new Wi-Fi features, including Captive Assist and Wi-Fi Aware.
MacRumors contributor Aaron Perris discovered a reference to Captive Assist within the code for the first iOS 26 developer beta, but Apple has yet to enable the feature. It should be available by the time the software update is released later this year.
In his Power On newsletter last month, Bloomberg's...
Apple provided developers with the second beta of iOS 26, introducing the first changes and refinements to the new operating system since it debuted after the WWDC keynote. Because we're early in the beta testing process, there are quite a few tweaks to iOS 26, which we've rounded up below.
Control Center
The background behind the Liquid Glass Control Center buttons has more blur, allowing...
Saturday June 21, 2025 11:18 am PDT by Joe Rossignol
While the dust is beginning to settle on the first iOS 26 beta, we continue to take a closer look at new features coming with the update.
Below, we recap five smaller changes that you might have missed.
Emoji Game
Apple News+ subscribers in the U.S. and Canada can play a new Emoji Game, which tasks players with completing words and phrases with emoji.
This is the fifth game that is...
Apple is running a new promotion that offers free AirPods to qualifying customers.
Now through September 30, college and university students in the U.S., Canada, Mexico, and Singapore can receive free AirPods 4 when they purchase an eligible new Mac or iPad from Apple. AirPods Pro 2 are also available at a discount.
If you do not want AirPods, the promotion also offers various other...
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 %.
Biggest design overhaul since iOS 7 with Liquid Glass, plus new Apple Intelligence features and improvements to Messages, Phone, Safari, Shortcuts, and more. Developer beta available now ahead of public beta in July.
