Kuo: Apple’s 5G modem is not fairly all set, Qualcomm will provide 5G chips for 2023 iPhones
Apple analyst Ming-Chi Kuo Tweeted an update about the state Apple’s 5G modem scenario. Again in 2019, Apple obtained Intel’s modem company so that Apple could finally start out developing its personal 5G chips for iPhones.
Apple Iphone 13 Professional Max
Reviews of Apple’s progress of 5G modem started in late-2020, but Kuo’s most recent observe reveals that Apple will not be ready to transition to Apple 5G modem’s until 2024.
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[Company Update] Qualcomm (QCOM.O)
My newest study suggests that Apple’s personal Iphone 5G modem chip growth may have failed, so Qualcomm will continue being exceptional supplier for 5G chips of 2H23 new iPhones, with a 100% source share (vs. company’s previous estimate of 20%).
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 28, 2022
Kuo pointed out that Apple’s “5G modem chip progress could have failed” and that Qualcomm will keep on to be the sole provider of 5G chips for Apple’s 2023 iPhones. Shortly after Kuo’s report came out, Qualcomm stock rose by around 3%. As for each CNBC, Qualcomm formerly predicted to provide 20% of 5G modems for 2023 iPhones.
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2. I believe Apple will go on to create its personal 5G chips, but by the time Apple succeeds and can substitute Qualcomm, Qualcomm’s other new enterprises need to have developed sufficient to appreciably offset the destructive impacts brought on by the order reduction of Apple iphone 5G chips.
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 28, 2022
Apple’s 5G modems are reportedly nevertheless under improvement. Kuo expects for Apple’s possess chips to ultimately exchange Qualcomm’s 5G modems on new iPhones. By the time Apple is all set, Qualcomm is predicted to have diversified and grown ample to offset the impact in income that it would experience at the time Apple transitions away from Qualcomm modems.
Apple analyst Ming-Chi Kuo Tweeted an update about the state Apple’s 5G modem scenario. Again in 2019, Apple obtained Intel’s modem company so that Apple could finally start out developing its personal 5G chips for iPhones.
Apple Iphone 13 Professional Max
Reviews of Apple’s progress of 5G modem started in late-2020, but Kuo’s most recent observe reveals that Apple will not be ready to transition to Apple 5G modem’s until 2024.
(1/4)
[Company Update] Qualcomm (QCOM.O)My newest study suggests that Apple’s personal Iphone 5G modem chip growth may have failed, so Qualcomm will continue being exceptional supplier for 5G chips of 2H23 new iPhones, with a 100% source share (vs. company’s previous estimate of 20%).
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 28, 2022
Kuo pointed out that Apple’s “5G modem chip progress could have failed” and that Qualcomm will keep on to be the sole provider of 5G chips for Apple’s 2023 iPhones. Shortly after Kuo’s report came out, Qualcomm stock rose by around 3%. As for each CNBC, Qualcomm formerly predicted to provide 20% of 5G modems for 2023 iPhones.
(3/4)
2. I believe Apple will go on to create its personal 5G chips, but by the time Apple succeeds and can substitute Qualcomm, Qualcomm’s other new enterprises need to have developed sufficient to appreciably offset the destructive impacts brought on by the order reduction of Apple iphone 5G chips.— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 28, 2022
Apple’s 5G modems are reportedly nevertheless under improvement. Kuo expects for Apple’s possess chips to ultimately exchange Qualcomm’s 5G modems on new iPhones. By the time Apple is all set, Qualcomm is predicted to have diversified and grown ample to offset the impact in income that it would experience at the time Apple transitions away from Qualcomm modems.