Topics

Posted 9/11/2023, 10:42:00 PM

Apple extends Qualcomm modem chip deal through 2026, delaying own 5G modem

Qualcomm will supply modem chips for iPhones through 2026, suggesting Apple's own modem plans are delayed.
The deal removes a financial uncertainty for Qualcomm as it was set to lose Apple business in 2024.
Apple bought Intel's smartphone modem business in 2019 but has struggled to develop its own 5G chips.
The new deal's terms are similar to the previous 3-year agreement between Apple and Qualcomm.
Analysts say the deal demonstrates Qualcomm's modem leadership and iPhone revenues will help its financial outlook.

marketwatch.com

Relevant topic timeline:

8/25/2023

Qualcomm's 'Holy Grail': Generative AI Is Coming to Phones Soon

Qualcomm is set to introduce generative AI to premium phones, bringing personalized and enhanced features to the mobile experience by leveraging on-device AI capabilities, such as customized responses, privacy, faster computation, and cost efficiency. This technology may also extend to PCs and automobiles in the future.

9/5/2023

Qualcomm to supply BMW and Mercedes with chips for displays, voice features

Qualcomm will supply chips for in-car infotainment systems to luxury automakers Mercedes and BMW, as the U.S. semiconductor company expands its presence in the automotive sector.

9/6/2023

Qualcomm CEO says AI may breathe new life into smartphones: 'It could create a new upgrade cycle'

Qualcomm CEO Cristiano Amon believes that artificial intelligence (AI) could rejuvenate the smartphone market, potentially creating a new upgrade cycle for phones, as the company focuses on bringing AI to smartphones and other devices rather than data centers.

9/11/2023

Apple Extends Deal With Qualcomm for iPhone 5G Modems Through 2026

Apple's iPhone sales in China surpassed the United States in the second quarter of 2023, becoming the largest market for iPhone shipments, while Qualcomm announced that it will continue to supply Apple with 5G modems through 2026.

9/11/2023

Qualcomm Signs New Deal to Supply 5G Chips to Apple Through 2026

Qualcomm has signed a deal with Apple to supply 5G chips until 2026 in order to reinforce Apple's supply chains and address challenges in China.

9/15/2023

Qualcomm Secures Apple Deal and Growth in Auto Despite Near-Term Headwinds

Qualcomm's recent agreement with Apple, strong progress in its automotive segment, and positive financial results have led to the maintenance of a buy rating, as the company remains in excellent shape and is well-positioned for long-term growth in the smartphone, IoT chip, and advanced automotive semiconductor markets.

9/20/2023

Qualcomm Enters Wi-Fi Router Market with Faster Wi-Fi 7 Devices for Carriers

Qualcomm is entering the Wi-Fi router market, with Charter Communications and UK's EE as its first customers, providing gateways that transform fiber-optic lines into Wi-Fi signals and prioritize traffic from specific apps and services for faster speeds.

9/21/2023

Apple's 5G Modem Chip Efforts Fall Far Short of Qualcomm's, Billions Spent with Little Progress

Apple's attempt to develop its own modem chip for iPhones has been plagued with challenges and unrealistic goals, resulting in unusable prototypes and delays, according to a report by The Wall Street Journal.

9/27/2023

Apple's 3nm Chips May Face Weak Demand in 2024 Due to Slowing iPad and MacBook Sales

Apple plans to release new MacBooks and iPads with 3nm chips in 2024, but demand for the devices might be "below expectations" due to a "lack of growth drivers," according to research shared today by supply chain analyst Ming-Chi Kuo.

Topics

Posted 9/11/2023, 10:42:00 PM

Apple extends Qualcomm modem chip deal through 2026, delaying own 5G modem

Qualcomm will supply modem chips for iPhones through 2026, suggesting Apple's own modem plans are delayed.
The deal removes a financial uncertainty for Qualcomm as it was set to lose Apple business in 2024.
Apple bought Intel's smartphone modem business in 2019 but has struggled to develop its own 5G chips.
The new deal's terms are similar to the previous 3-year agreement between Apple and Qualcomm.
Analysts say the deal demonstrates Qualcomm's modem leadership and iPhone revenues will help its financial outlook.

marketwatch.com

Relevant topic timeline:

8/25/2023

Qualcomm's 'Holy Grail': Generative AI Is Coming to Phones Soon

9/5/2023

Qualcomm to supply BMW and Mercedes with chips for displays, voice features

Qualcomm will supply chips for in-car infotainment systems to luxury automakers Mercedes and BMW, as the U.S. semiconductor company expands its presence in the automotive sector.

9/6/2023

Qualcomm CEO says AI may breathe new life into smartphones: 'It could create a new upgrade cycle'

9/11/2023

Apple Extends Deal With Qualcomm for iPhone 5G Modems Through 2026

9/11/2023

Qualcomm Signs New Deal to Supply 5G Chips to Apple Through 2026

Qualcomm has signed a deal with Apple to supply 5G chips until 2026 in order to reinforce Apple's supply chains and address challenges in China.

9/15/2023

Qualcomm Secures Apple Deal and Growth in Auto Despite Near-Term Headwinds

9/20/2023

Qualcomm Enters Wi-Fi Router Market with Faster Wi-Fi 7 Devices for Carriers

9/21/2023

Apple's 5G Modem Chip Efforts Fall Far Short of Qualcomm's, Billions Spent with Little Progress

9/27/2023

Apple's 3nm Chips May Face Weak Demand in 2024 Due to Slowing iPad and MacBook Sales