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A major shift in the smart phone industry! Apple (AAPL.US) launches the 'De-Qualcomm Plan': striving to eliminate Qualcomm modems.
Apple is exploring bringing mobile network services to Mac computers for the first time; the company is preparing for a three-year "ambitious plan" to replace Qualcomm modems.
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Qualcomm is going to be abandoned! Apple will launch its first self-developed modem chip in the iPhone SE next year.
Media reports that after more than five years of development, apple's first self-developed modem chip low-end version will be unveiled next year, and the high-end version will be unveiled in 2026. It is hoped that by 2027, it will replace qualcomm's modem technology. However, the performance of the new apple low-end modem does not reach the level of qualcomm's latest products. At the same time, apple will continue to use components from broadcom and skyworks solutions in its devices. After the news broke, qualcomm and qorvo's stock prices declined, while apple, broadcom, and skyworks solutions rose.
73150736 OP : This message has been sent since 2018, it's been 6 years now, my god.
103998930 : yes, their previous legal battle forcing apple to buy Qcom's chip thing ends i think in 2025.. so the timeline is right, Qcom will get less or no biz from apple in this modem chip eventually
73150736 OP 103998930 : 不要忘了高通还有专利费