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Kuo: Apple's Work on 5G Modem Chip 'Failed,' Qualcomm to Remain Supplier for 202...
source link: https://www.macrumors.com/2022/06/28/apple-5g-modem-failed-qualcomm-remains-supplier/
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Kuo: Apple's Work on 5G Modem Chip 'Failed,' Qualcomm to Remain Supplier for 2023 iPhones
Tuesday June 28, 2022 9:18 am PDT by Juli Clover
For the last several years, Apple has been working to develop its own 5G modem chip so that it won't need to rely on Qualcomm as a supplier, but according to Apple analyst Ming-Chi Kuo, Apple's efforts "may have failed."
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[Company Update] Qualcomm (QCOM.O) My latest survey indicates that Apple's own iPhone 5G modem chip development may have failed, so Qualcomm will remain exclusive supplier for 5G chips of 2H23 new iPhones, with a 100% supply share (vs. company's previous estimate of 20%). — 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 28, 2022
It is not clear why Apple will not be able to have its modem chips ready in time for the 2023 iPhone launch, but the company has been aiming to get away from Qualcomm for years now. Apple had a protracted legal battle with Qualcomm and planned to use Intel 5G chips in the 2020 iPhones, but that ultimately was not possible as Intel was not able to manufacture 5G chips that met Apple's standards.
Apple ended up settling its lawsuit with Qualcomm in 2019, and since then, has used Qualcomm 5G modems in the iPhone and iPad lineups. Since then, Apple has been developing its own modem chip, and it even purchased Intel's modem chip business to get a head start, and rumors suggested Apple was on track for a 2023 launch. Last year, Qualcomm even said that it expected to supply just 20 percent of the modem chips used in iPhones in 2023, but it sounds like Qualcomm may be producing chips for Apple for at least another two iPhone generations.
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Top Rated Comments
14 hours ago at 09:35 am
I'm not the only one who's completely disinterested in 5G right?
14 hours ago at 09:24 am
"failed" + "it will take more time" = it's just delayedDelayed+clickbait=failed
14 hours ago at 09:26 am
"failed" + "it will take more time" = it's just delayedFailed is when you don’t meet project timeline and deliverables.
If A16 wasn’t available in iPhone this September, it would be considered a project failure. If the U.S. didn’t reach the moon in 1969, it would be a failure as well.
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