Apple Extends Deal With Qualcomm as Custom 5G Modem Delayed
Apple has extended its agreement to obtain modems from Qualcomm for three more years, in what appears to be a sign that work on the company's own custom 5G modem is taking longer than previously expected, Bloomberg reports.
Apple is Qualcomm's biggest client, accounting for almost a quarter of the supplier's revenue. In a statement, Qualcomm said that the deal with Apple covers "smartphone launches in 2024, 2025 and 2026." The agreement was originally set to expire this year and the iPhone 15 lineup was once rumored to be the last to rely on Qualcomm modems.
The extension of the deal indicates that Apple's work on its own custom 5G modem is taking considerably longer than expected. Apple has reportedly been working on its own modem since 2018 and it acquired the majority of Intel's smartphone modem business in 2019. The time frame for launching the modem has slipped from 2023 to 2024 or 2025, but Bloomberg now believes it has an even "longer runway" before it will be ready.
While the new agreement extends to 2026, Apple could still begin rolling out its own modem in new devices before then. Earlier this month, Apple analyst Ming-Chi Kuo said that the modem will launch in 2025. Apple's apparent plan to gradually transition to its custom modem technology is indicated by the fact that Qualcomm expects to still have a 20 percent share of iPhone shipments when the 2026 iPhone launches, suggesting that Apple will continue using Qualcomm modems in a minority of iPhones at this time.
Apple purportedly wants its custom 5G modem to mirror its work on Apple silicon, touting considerable battery life and performance benefits. Thus far, the company's work on the component has apparently been mired by battery life issues and bureaucratic challenges, such as certifying the modem with connectivity authorities.
Popular Stories
Apple will adopt the same rear chassis manufacturing process for the iPhone SE 4 that it is using for the upcoming standard iPhone 16, claims a new rumor coming out of China. According to the Weibo-based leaker "Fixed Focus Digital," the backplate manufacturing process for the iPhone SE 4 is "exactly the same" as the standard model in Apple's upcoming iPhone 16 lineup, which is expected to...
Apple typically releases its new iPhone series around mid-September, which means we are about two months out from the launch of the iPhone 16. Like the iPhone 15 series, this year's lineup is expected to stick with four models – iPhone 16, iPhone 16 Plus, iPhone 16 Pro, and iPhone 16 Pro Max – although there are plenty of design differences and new features to take into account. To bring ...
Israel-based mobile forensics company Cellebrite is unable to unlock iPhones running iOS 17.4 or later, according to leaked documents verified by 404 Media. The documents provide a rare glimpse into the capabilities of the company's mobile forensics tools and highlight the ongoing security improvements in Apple's latest devices. The leaked "Cellebrite iOS Support Matrix" obtained by 404 Media...
If you have an old Apple Watch and you're not sure what to do with it, a new product called TinyPod might be the answer. Priced at $79, the TinyPod is a silicone case with a built-in scroll wheel that houses the Apple Watch chassis. When an Apple Watch is placed inside the TinyPod, the click wheel on the case is able to be used to scroll through the Apple Watch interface. The feature works...
A widespread system failure is currently affecting numerous Windows devices globally, causing critical boot failures across various industries, including banks, rail networks, airlines, retailers, broadcasters, healthcare, and many more sectors. The issue, manifesting as a Blue Screen of Death (BSOD), is preventing computers from starting up properly and forcing them into continuous recovery...
Apple in 2025 will take on a new compact camera module (CCM) supplier for future MacBook models powered by its next-generation M5 chip, according to Apple analyst Ming-Chi Kuo. Writing in his latest investor note on unny-opticals-2025-business-momentum-to-benefit-509819818c2a">Medium, Kuo said Apple will turn to Sunny Optical for the CCM in its M5 MacBooks. The Chinese optical lens company...
