Apple will keep using Qualcomm 5G modems until 2026

Money for nothing and your chicks for free.

Seeing as Qualcomm never expected any Apple business in the first place I imagine they are laughing all the way to the bank. 

Another year of extra business from what rumours were pointing to (at least) before things normalise. 

20% share of Apple’s modems in 2026 means Qualcomm would only be supplying for older phones.   Work backwards from that, and it means Apple is rolling out its modem in a big way starting in Fall of 2024.    That would be for the launch of the iPhone 16 family.  With a “full” rollout in the Fall of 2025. 

Really not seeing the “Big News” about a “delay”
 

avon b7 said:

Money for nothing and your chicks for free.

Seeing as Qualcomm never expected any Apple business in the first place I imagine they are laughing all the way to the bank. 

Another year of extra business from what rumours were pointing to (at least) before things normalise. 

Apple's the one laughing, since they are still making great margins even with a Qualcomm modem, while paying Qualcomm something on the order of $9B.

How much revenue did Apple generate in 2022?

That would be $394 Billion, 52% from iPhone sales, and an overall net profit of almost $100B.

Meanwhile, Apple has locked up almost all of the early TSMC 3nm production, so everyone else will have to wait

tmay said:

avon b7 said:

Money for nothing and your chicks for free.

Seeing as Qualcomm never expected any Apple business in the first place I imagine they are laughing all the way to the bank. 

Another year of extra business from what rumours were pointing to (at least) before things normalise. 

Apple's the one laughing, since they are still making great margins even with a Qualcomm modem, while paying Qualcomm something on the order of $9B.

How much revenue did Apple generate in 2022?

That would be $394 Billion, 52% from iPhone sales, and an overall net profit of almost $100B.

Meanwhile, Apple has locked up almost all of the early TSMC 3nm production, so everyone else will have to wait

But Qualcomm is laughing more, right? 

Huawei was reducing orders substantially. Apple had long gone from its client portfolio and on top of that there was a worldwide, multi billion dollar patent spat being fought.

Then suddenly, as if by magic, Huawei was ordering millions of chips (due to sanctions) and Apple dropped it fight, signed a peace deal and ordered millions more (due to Intel failing to deliver on 5G). 

In the case of Apple, it had to spend a billion to absorb intel's division then continue to pay for it and invest probably more billions in R&D. Eventually it will have to pay millions to Qualcomm and Huawei in patent fees and and on the cost of manufacturing the chip itself. 

And the chances of bettering either Qualcomm or Huawei on 5G (and then 5.5G and 6G) are slim at best. 

In the meantime it is business as usual for Qualcomm (just less of it, as all parties eventually come to an end). 

Qualcomm will just say it was good while it lasted. 

avon b7 said:

tmay said:

avon b7 said:

Money for nothing and your chicks for free.

Seeing as Qualcomm never expected any Apple business in the first place I imagine they are laughing all the way to the bank. 

Another year of extra business from what rumours were pointing to (at least) before things normalise. 

Apple's the one laughing, since they are still making great margins even with a Qualcomm modem, while paying Qualcomm something on the order of $9B.

How much revenue did Apple generate in 2022?

That would be $394 Billion, 52% from iPhone sales, and an overall net profit of almost $100B.

Meanwhile, Apple has locked up almost all of the early TSMC 3nm production, so everyone else will have to wait

But Qualcomm is laughing more, right? 

Huawei was reducing orders substantially. Apple had long gone from its client portfolio and on top of that there was a worldwide, multi billion dollar patent spat being fought.

Then suddenly, as if by magic, Huawei was ordering millions of chips (due to sanctions) and Apple dropped it fight, signed a peace deal and ordered millions more (due to Intel failing to deliver on 5G). 

In the case of Apple, it had to spend a billion to absorb intel's division then continue to pay for it and invest probably more billions in R&D. Eventually it will have to pay millions to Qualcomm and Huawei in patent fees and and on the cost of manufacturing the chip itself. 

And the chances of bettering either Qualcomm or Huawei on 5G (and then 5.5G and 6G) are slim at best. 

In the meantime it is business as usual for Qualcomm (just less of it, as all parties eventually come to an end). 

Qualcomm will just say it was good while it lasted. 

LOL!.

Do you even understand capitalism? 

While you're patting yourself on the back with your remarks, Apple is racing forward with its latest A series, and soon M3, both of which Qualcomm is unable to keep up with, while Huawei is at a very expensive "7nm" node, more than a couple of nodes behind Apple, and you're gloating over some level of 5G performance that consumers don't care about.

My guess is the Apple will continue to see about the same level of sales in China, and Huawei will, at best, take market share from the other Chinese OEM's, because while even Huawei fan's don't see value in a 7nm processor, they'll support China's National Champion.