Kuo: Apple's Work on 5G Modem Chip 'Failed,' Qualcomm to ...

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, ... SkiptoContentOpenMenuFrontPageRoundupsShowRoundupsAirPods3AirPodsMaxAirPodsProAppleCarAppleGlassesApplePayAppleTVAppleWatchSeries8AppleWatchSEAppleWatchUltraAppleDealsCarPlayAppleProDisplayXDRHomePodminiiMaciOS15iOS16iPadiPadAiriPadminiiPadProiPadOS15iPadOS16iPhone11iPhone12iPhone13iPhone13ProiPhone14iPhone14ProiPhone15iPhoneSEMacminiMacProMacStudioMacBookAir14&16"MacBookPro13"MacBookPromacOSMontereymacOSVenturaAppleStudioDisplaywatchOS8watchOS9WWDC2022GuidesHowTosReviewsBuyer'sGuideForumsPodcastInstagramFacebookTwitterYouTubeNotificationsRSSNewsletterVisitForumsSearchCloseSearchOpenSidebarAppleWatchUltraiPhone14iOS16iPadOS16iPhone14Pro14&16"MacBookProMacBookAirmacOSVenturaAirPods3macOSMontereyiPhone13iPhone13ProiOS1513"MacBookProAppleWatchSeries8iPadOS15AppleProDisplayXDRHomePodminiMacProAppleTViPadAirPodsMaxAirPodsProAppleDealsAppleGlassesAppleStudioDisplayAppleWatchSEMacStudioMacminiWWDC2022iMaciPadAiriPadProiPadminiiPhone11iPhone12iPhoneSEwatchOS8watchOS9iPhone15AppleCarCarPlayApplePayAll>FrontPageRoundupsGuidesHowTosReviewsBuyer'sGuideUpcomingProductsForumsArchivesTips/ContactUsPodcastInstagramFacebookTwitterYouTubeNotificationsRSSNewsletterKuo:Apple'sWorkon5GModemChip'Failed,'QualcommtoRemainSupplierfor2023iPhonesTuesdayJune28,20229:18amPDTbyJuliCloverForthelastseveralyears,Applehasbeenworkingtodevelopitsown5Gmodemchipsothatitwon'tneedtorelyonQualcommasasupplier,butaccordingtoAppleanalystMing-ChiKuo,Apple'sefforts"mayhavefailed." Kuosaysthathis"latestsurvey"suggeststhatdevelopmentonthechiphasstalled,whichmeansQualcommwouldremaintheexclusivesupplierfor5Gchipsforthe2023iPhonemodels.Previously,KuobelievedthatApple's2023iPhoneswouldusemodemchipsdesignedin-houseratherthanQualcommchips. (1/4)[CompanyUpdate]Qualcomm(QCOM.O) MylatestsurveyindicatesthatApple'sowniPhone5Gmodemchipdevelopmentmayhavefailed,soQualcommwillremainexclusivesupplierfor5Gchipsof2H23newiPhones,witha100%supplyshare(vs.company'spreviousestimateof20%). —郭明錤(Ming-ChiKuo)(@mingchikuo)June28,2022 Qualcommisnowexpectedtosupply100percentofchipsforthe2023‌iPhone‌models,ratherthanjust20percent.KuoexpectsthatApplewillcontinuetodevelopitsown5Gchips,butitwilltakemoretimefortheworktobecompletedandsatisfactoryforuseiniPhonesandotherdevices. ItisnotclearwhyApplewillnotbeabletohaveitsmodemchipsreadyintimeforthe2023‌iPhone‌launch,butthecompanyhasbeenaimingtogetawayfromQualcommforyearsnow.ApplehadaprotractedlegalbattlewithQualcommandplannedtouseIntel5Gchipsinthe2020iPhones,butthatultimatelywasnotpossibleasIntelwasnotabletomanufacture5GchipsthatmetApple'sstandards. AppleendedupsettlingitslawsuitwithQualcommin2019,andsincethen,hasusedQualcomm5Gmodemsinthe‌iPhone‌andiPadlineups.Sincethen,Applehasbeendevelopingitsownmodemchip,anditevenpurchasedIntel'smodemchipbusinesstogetaheadstart,andrumorssuggestedApplewasontrackfora2023launch.Lastyear,Qualcommevensaidthatitexpectedtosupplyjust20percentofthemodemchipsusediniPhonesin2023,butitsoundslikeQualcommmaybeproducingchipsforAppleforatleastanothertwo‌iPhone‌generations. Tags:Ming-ChiKuo,5G[137comments]GetweeklytopMacRumorsstoriesinyourinbox.TopRatedCommentsanson4212weeksagoStalled/delayedvsfailedaretwodifferentthings...Score:42Votes(Like|Disagree)Premium112weeksagoNotsurprised.Ifitwaseasytomake,Intelwouldstillbemakingthem.Score:33Votes(Like|Disagree)AnalogKid12weeksago"failed"+"itwilltakemoretime"=it'sjustdelayedDelayed+clickbait=failedScore:25Votes(Like|Disagree)SpaceboiScaphandre12weeksagoI'mnottheonlyonewho'scompletelydisinterestedin5Gright?Score:23Votes(Like|Disagree)jav645412weeksagoItwouldn'tsurpriseme.Amodemwithkeypatentsandtechlockedisahardendeavor.Score:21Votes(Like|Disagree)JPack12weeksago"failed"+"itwilltakemoretime"=it'sjustdelayedFailediswhenyoudon’tmeetprojecttimelineanddeliverables.IfA16wasn’tavailableiniPhonethisSeptember,itwouldbeconsideredaprojectfailure.IftheU.S.didn’treachthemoonin1969,itwouldbeafailureaswell.Score:18Votes(Like|Disagree)ReadAllCommentsRelatedStoriesLong-RumorediPhone15FeatureMayHaveAlreadyFailedWednesdayJuly13,20222:13amPDTbyHartleyCharltonApple'sworkonacustom5GmodemfortheiPhone15mayhavealready"failed,"accordingtoarecentreportfromAppleanalystMing-ChiKuo. 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