Apple is likely to use the company's 5G modems instead of technology built in-house, according to an analyst.
According to my latest survey, Apple's own 5G modem chip development may have failed, so Qualcomm will remain exclusive supplier for 5G chips of 2H23 new phones, with a 100% supply share.
Apple has made moves in the wireless market by using the X60 modem fromQUALCOMM to connect to 4G and 5G networks. The acquisition of Intel's modem business led to speculation that the company would use in-house parts.
He said that he expects Apple to continue to develop 5G chips.
The chip business of the company is being diversified into new markets such as car chips and low-power applications.
It was suggested to investors that the chipmaker doesn't need Apple's business to grow because it said it was expecting to supply 20% of iPhone modems in the next few years.
The relationship between Apple andQualcomm has been difficult. In courts around the world, the companies fought over licensing fees and how to sell chips. Apple filed a $1 billion lawsuit against Qualcomm in the U.S. before the companies signed a settlement in 2019.
According to a statement of work released as part of court documents, the agreement indicated that some 5G modems would be supplied to Apple, but not all of them.
An Apple representative wouldn't say anything. The representative didn't reply to the request.
The rest of the tech market is also down 26% this year.
Apple outlines new features.
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