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 %.
Friday March 24, 2023 12:27 am PDT by Tim Hardwick
This year, all iPhone 15 models will include Apple's Dynamic Island that unifies the pill and hole cutouts at the top of the display, but there will also be a material change to the feature that wasn't included in the iPhone 14 Pro models.
According to a new tweet by Apple industry analyst Ming-Chi Kuo, the proximity sensor on the iPhone 15 series will be integrated inside the Dynamic Island ...
Thursday March 23, 2023 3:41 am PDT by Tim Hardwick
Apple is tracking the attendance of its employees at offices using badge records in order to ensure they are coming in at least three times a week, according to Platformer's Zoë Schiffer.
Since April 2022, Apple employees have been operating on a hybrid home/office work policy as part of a gradual return strategy following the pandemic, with staff required to work from the office at least...
Thursday March 23, 2023 6:42 am PDT by Joe Rossignol
While the iPhone 15 series is still around six months away from launching, there have already been plenty of rumors about the devices. Many new features and changes have been rumored for the iPhone 15 Pro and iPhone 15 Pro Max in particular.
Below, we have recapped 10 changes rumored for iPhone 15 Pro models that are not expected to be available on the standard iPhone 15 and iPhone 15 Plus:A1...
Wednesday March 22, 2023 9:48 am PDT by Juli Clover
Nothing today announced the launch of its second-generation wireless earbuds, the Nothing Ear (2), which offer many of the same features as Apple's AirPods Pro 2 at a lower price point. We went hands-on with the Ear (2) earbuds to see whether they're a viable alternative to the AirPods Pro 2 for those who want to save some cash.
The Ear (2) earbuds are the successor to the Nothing Ear (1),...
Thursday March 23, 2023 12:06 pm PDT by Juli Clover
Apple is no longer allowing customers who purchase an iPhone, cellular iPad, or Apple Watch to activate a device with now-defunct mobile carrier Sprint. Apple has also removed remaining references to Sprint from its online store.
When checking out with a new purchase, Sprint is no longer an option for connectivity, a change that Apple appears to have implemented today. Prior to now, Sprint...
Apple says iOS 16.4 is coming in the spring, which began this week. In his Sunday newsletter, Bloomberg's Mark Gurman said the update should be released "in the next three weeks or so," meaning a public release is likely in late March or early April.
iOS 16.4 remains in beta testing and introduces a handful of new features and changes for the iPhone. Below, we have recapped five new features ...
We saw a lot of great deals on Apple products and related accessories this week, including Samsung's iMac-like Smart Monitor M8 for $250 off, a 30 percent off spring sale at Anker, and the year's best prices on numerous AirPods models. All of these deals are still available to purchase right now, so we're recapping them and more below.
Note: MacRumors is an affiliate partner with some of these ...
We're still almost six months away from the official unveiling of the iPhone 15 lineup, but it seems like every day we're learning more about what to expect from the next-generation models. Notably, this week gave us our clearest look yet at what appear to be some changes for the volume and mute control hardware.
iOS 16.4 and associated releases are also right around the corner with some new ...
Apple on January 23 released iOS 16.3, delivering support for Security Keys for Apple IDs, changes to Emergency SOS functionality, support for the second-generation HomePod, 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!