The Apple vs Qualcomm dispute over licensing fees saw the companies battle it out in court from 2017 to 2019 until both companies agreed a settlement in Qualcomm’s favour, and a six-year license agreement that allows Apple to continue using Qualcomm chips in iPhones until 2025. Kuo’s prediction comes as the Supreme Court rejects Apple’s bid to take its battle with Qualcomm back to court, as per this Reuters report. The integration of a 5G modem into the Apple Watch’s S chip may now be delayed by a generation too. But the fallout could affect other product lines too, since the Apple Watch and MacBook were also expected to benefit from the development. The likely delay of the modem’s rollout for another year is a blow to Apple’s iPhone plans, giving the company’s engineers fewer options–they’ll just have to take what Qualcomm is offering–and potentially raising (or preventing a lowering of) the production cost of its handsets. This was always a move that made sense, bringing expertise in house and enabling Apple to control costs, better optimise hardware and software, and improve performance and power efficiency, just as it did with Apple silicon. We’ve known the company was working on an in-house 5G modem since 2020, and suspected it even before the company acquired Intel’s modem business in 2019. But Macworld readers will be more interested in the effect on Apple. Kuo goes on to explain the potentially lifesaving significance of this news for Qualcomm, which now has time to grow its other businesses to compensate for the loss of the iPhone contract when Apple does eventually roll out its own modem. company's previous estimate of 20%).- 郭明錤 (Ming-Chi Kuo) June 28, 2022 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 (vs.
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