For the past few years, Apple has been working to develop its own 5G modem chip so it doesn’t have to rely on Qualcomm as a supplier, but according to Apple analyst Ming-Chi Kuo, Apple’s efforts “could backfire.” Huh.”
Kuo says his “latest survey” shows that chip development has stalled, meaning Qualcomm will remain the exclusive supplier of 5G chips for the 2023 iPhone models. Previously, Kuo believed that Apple’s 2023 iPhones would use in-house designed modem chips instead of Qualcomm chips.
[Company Update] Qualcomm (QCOM.O) My latest survey indicates that Apple’s iPhone 5G modem chip development may fail, so Qualcomm will remain the exclusive 5G chip supplier for 2H23 new iPhones, with a 100% supply share% (versus the company’s 20%). % previous estimate). ) – (Ming-Chi Kuo) (@mingchikuo) 28 June 2022
Qualcomm is now expected to supply 100 percent of the chips for the 2023 iPhone model, instead of just 20 percent. Kuo expects Apple to continue to develop its own 5G chips, but it will take longer for the work to be completed and satisfactory for use in iPhones and other devices.
It’s unclear why Apple won’t be able to get its modem chips ready in time for the iPhone launch in 2023, but the company has been aiming to move away from Qualcomm for years. Apple had a protracted legal battle with Qualcomm and planned to use Intel 5G chips in the 2020 iPhones, but that ultimately failed as Intel was unable to make 5G chips that met Apple standards.
Apple ended up settling its lawsuit with Qualcomm in 2019, and has since used Qualcomm’s 5G modems in its iPhone and iPad lines. Since then, Apple has been developing its own modem chip, and even bought Intel’s modem chip business to begin with, with rumors suggesting that Apple was on track for a 2023 launch. Last year, Qualcomm even said that it was expecting to supply just 20 percent of the modem chips used in iPhones by 2023, but it looks like Qualcomm will supply more than two other iPhone generations. can produce chips for Apple.