Apple extends its contract with Qualcomm until 2026 due to delays in developing its own 5G modem chip, what is going on?
Semiconductor manufacturer
Qualcomm Announces Agreement with Apple for Chip Supply | Qualcomm
https://www.qualcomm.com/news/releases/2023/09/qualcomm-announces-agreement-with-apple-for-chip-supply
Apple (AAPL) Renews Qualcomm (QCOM) Deal in Sign Its Own Modem Chip Isn't Ready - Bloomberg
Apple Extends Deal With Qualcomm as Custom 5G Modem Delayed - MacRumors
Qualcomm announced on September 11, 2023, ``We have signed a contract with Apple to supply Qualcomm's Snapdragon 5G modem-RF system to smartphones released by Apple between 2024 and 2026.'' As a result of this agreement, Qualcomm modem chips are expected to be used in the iPhone 16 series, which is expected to be released in 2024, the iPhone 17 series in 2025, and the iPhone 18 series in 2026.
On the other hand, in order to reduce its dependence on Qualcomm, Apple acquired Intel's smartphone modem chip business in July 2019 and has been promoting the in-house development of 5G modem chips.
Apple reportedly will use its own 5G modem chip in iPhones by 2023 - GIGAZINE
The contract period between Apple and Qualcomm for the supply of 5G modem chips was originally expected to end in 2023, and the iPhone 15 series, which Apple is expected to release in 2023, was scheduled to be the last smartphone equipped with Qualcomm's modem chip. . After that, it was speculated that Apple's own 5G modem chip would be installed in iPhones.
However, multiple media outlets have reported that Apple's development of custom 5G-compatible modem chips has been delayed. This time, Apple will extend the contract with Qualcomm, which expired in 2023, until 2026, and will further develop its own 5G modem chip.
Meanwhile, foreign media Bloomberg says, ``This contract between Apple and Qualcomm has been extended until 2026, but Apple may gradually introduce its own modem chips during the contract period.'' . Supply chain analyst Ming-Chi Kuo reports , ``An iPhone equipped with Apple's own 5G-compatible modem chip may appear from 2025.''
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