According to Ming-Chi Kuo, iPhones released in 2023 will no longer use Qualcomm 5G modems. A particularly precise date, especially since such a horizon still remains quite vague for the majority. Indeed, rumors about the potential iPhone 13 are just starting to flourish, so counting on a device that would see the light of day two years later is obviously to be considered with caution.
However, this is not the analyst's first attempt, since he regularly publishes estimates of this ilk. He even sees things fairly regularly. Based in Taiwan, the researcher works for the firm TF International Securities and is said to be close to numerous informants straight from Apple's Asian subcontracting chains.Recently, he notably shared his assumptions about a virtual reality headset from the same brand.
Homemade
If Apple abandoned Qualcomm, it would actually be for a very specific reason. You probably guessed it: it involves designing your own chips yourself. The objective here is twofold. First of all, it is obviously a question of reducing costs by internalizing its manufacturing processes as much as possible. Doing without subcontractors actually allows you to reduce the bill.
Then it's about delivering better performance to end users. A bet whose results no longer need to be proven: the success of the Apple silicon program is the clearest example. Cupertino's proprietary processors have been critically acclaimed since their release. Above all, we highlight their reduced energy consumption, but also their speed. Prowess made possible by the possibility for the manufacturer to develop both its software and its hardware, which then allows it to synchronize them as best as possible.
No impact at the moment
It's not the first timethat rumors indicate that Apple is preparing to separate from Qualcomm. It is difficult to know how the market will react to this new announcement: as we write these lines, it is still dark on Wall Street.
As of Friday's close, QCOM stock was trading around $137. As a reminder, his company still equips a majority of Android smartphones currently.
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By : Keleops AG
