Ming-Chi Kuo, considered to be the best Apple analyst, says Apple has failed to build its own 5G modem and Qualcomm will continue to be the source of the component for Apple.
dropped a bombshell in a tweet today when he wrote that"My latest survey indicates that Apple's own iPhone 5G modem chip development may have failed, so Qualcomm will remain exclusive supplier for 5G chips of 2H23 new iPhones, with a 100% supply share ."
Apple has been eager to design its own 5G modem so that it would not have to deal with Qualcomm, a company that has been cited for being difficult to work with. In July 2019,as it prepared to develop its own 5G modem for the iPhone. After the $3 billion Apple spent to buy Beats Audio , the acquisition of Intel's smartphone modem business was the second largest purchase that Apple has ever made.
Intel apparently had difficulties creating a 5G modem for Apple to use as a Qualcomm replacement. And now it seems that Apple's purchase of the Intel division failed to produce any different result.Kuo's tweet is huge because it reveals thatis not perfect and until the time comes that it can develop its own 5G smartphone modem, Apple will still need to rely on Qualcomm to procure the important 5G modem chips that are needed for the newer 5G iPhone models.
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