Qualcomm Now Relies on Android as Apple Modems Roll Out
Qualcomm is gradually reducing its dependence on Apple, as growing demand for premium Android smartphones becomes the main driver of its chip business, according to a new report from DigiTimes.
Qualcomm's semiconductor arm, known as Qualcomm CDMA Technologies (QCT), apparently recorded strong year-over-year growth in the fourth quarter of fiscal 2025, led by rising Android device sales and increasing chip content per device. DigiTimes cited remarks from President and CEO Cristiano Amon, who said that non-Apple QCT revenue rose by 18% during the quarter.
The global smartphone market is said to be undergoing a structural transition toward more advanced, feature-rich devices, with users in both mature and emerging markets upgrading to higher-end models. This shift has driven up average selling prices and boosted demand for Qualcomm's flagship Snapdragon processors, which now feature enhanced AI, camera, and connectivity capabilities. Qualcomm's strategy of embedding more value into devices is now apparently central to its long-term growth, reducing its reliance on Apple orders over time.
The company's deepening partnership with Samsung was also a key factor. Amon said Qualcomm currently provides modems for about 75% of Samsung's Galaxy smartphones, a significant rise from approximately half in earlier years. Some Galaxy models, such as the Galaxy S25 series, use Snapdragon modems exclusively.
The update comes as Apple is expected to move away from Qualcomm's modem chips over the coming years. Apple has been developing its own in-house 5G modem technology since acquiring Intel's smartphone modem division in 2019. The iPhone 16e, iPhone Air, and iPad Pro now contain Apple's C1-series custom modems rather than Qualcomm chips. Qualcomm previously announced that it would continue to supply Apple with Snapdragon modems through 2026, but the relationship is widely expected to diminish after that point as Apple's own modems proliferate through its device lineup.
Popular Stories
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...
The smarter, more capable version of Siri that Apple is developing will be powered by Google Gemini, reports Bloomberg. Apple will pay Google approximately $1 billion per year for a 1.2 trillion parameter artificial intelligence model that was developed by Google.
For context, parameters are a measure of how a model understands and responds to queries. More parameters generally means more...
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.
...
Apple is planning to launch at least 15 new products in 2026, according to Bloomberg's Mark Gurman.
Gurman outlined what to expect from Apple in 2026 in the latest edition of his "Power On" newsletter. He said the company is heading "into one of its most pivotal years in recent memory," with the rollout of major new Apple Intelligence features, intense regulatory pressure on the App Store,...
Apple today released iOS 26.1, the first major update to the iOS 26 operating system that came out in September, iOS 26.1 comes over a month after iOS 26 launched. iOS 26.1 is compatible with the iPhone 11 series and later, as well as the second-generation iPhone SE.
The new software can be downloaded on eligible iPhones over-the-air by going to Settings > General >...
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...
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...
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 ...
