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Apple’s Modem Deal with Qualcomm: What It Means for iPhones in 2024-2026

Jakarta

It seems that Apple will still use Qualcomm modems for the next few generations of iPhones, losing out to Huawei which can make its own modems.

This is known from Qualcomm’s announcement regarding the extension of their modem supply contract with Apple, which should end in 2023, as quoted by detikINET from The Verge, Wednesday (13/9/2023).

From this information, it is assumed that the 5G modem that Apple is working on is experiencing delays again.

The agreement does not state which iPhone models will use Qualcomm modems. However, it is stated that the agreement will cover cellphones launched in 2024, 2025 and 2026.

However, according to Mark Gurman from Bloomberg, this agreement does not mean that in the next three years Apple will not release its own modem. The reason is that Apple, according to Gurman, will indeed release the modem chip in stages.

By 2026, Qualcomm is expected to only supply modems for 20% of iPhones produced. This figure was previously predicted — during the first Apple-Qualcomm agreement in 2019 — to occur in 2023.

Apple has actually been working on its own 5G modem chip for a long time. They even bought the majority of the HP modem business from Intel, exactly three months after they made peace with Qualcomm regarding a patent licensing dispute in 2019.

They have also discussed with TSMC to produce the custom 5G modem chip in 2021. However, in reality, until now the modem has not been produced.

This also means that Apple has lost to Huawei, which uses the Kirin 9000 5G system on a chip in the Mate 60 Pro which — supposedly — they designed themselves and uses a 5G modem in it. Even though Huawei cannot use the latest chip manufacturing technology for this production.

Watch the video “Huawei’s breakthrough against US sanctions with the Mate 60 Pro”

(asj/rns)

2023-09-13 04:37:09
#Losing #Huawei #Apple #Depends #Qualcomm

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