#apple modems

[macdailynews]

Expect iPhone SE 4 to sell better than previous SE models - Ming-Chi Kuo

iPhone SE 4 dummy units (image: Sonny Dickson via X) Apple’s forthcoming iPhone SE4 is expected to perform slightly better than previous SE models, according to TF International Securities analyst Ming-Chi Kuo. Ming-Chi Kuo via X: ‎ Phone SE4 is expected to ship around 12M/10M units in 1H25/2H25, performing slightly better than previous SE models (typically shipped near 20M units annually after…

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[macdailynews]

Apple plans to rollout custom modem, displacing Qualcomm, in iPhone SE 4, 'iPhone Air,' and iPad

Apple is set to introduce its own custom-designed cellular modem chips in 2025, marking a significant step towards reducing reliance on third-party suppliers like Qualcomm. This long-awaited development – more than half a decade in the works – will initially be featured in the fourth generation iPhone SE, scheduled for an update next year. Mark Gurman for Bloomberg News: ‎ When the iPhone SE…

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[macdailynews]

Qualcomm stock downgraded ahead of Apple's first custom modem

Qualcomm stock was downgraded Tuesday by a KeyBanc analyst over concerns that Apple will create its own modem. Analyst John Vinh downgraded shares of Qualcomm to Sector Weight from Overweight without a price target on Tuesday. Angela Palumbo for Barron’s: ‎ One of the main reasons Vinh recommends investors stay on the sidelines is because of Apple. Qualcomm currently builds the modem chips that…

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[macdailynews]

Apple continues work on its first 5G modem while preparing for 6G

Qualcomm to will supply Apple with 5G modems at least through 2026 Even as it continues to work on its own homegrown 5G cellular modem, Apple is turning more of its attention to 6G. Mark Gurman for Bloomberg News: ‎ Apple is racing to get its modem finished so it doesn’t need to re-up a contract (again) to buy the component from Qualcomm Inc. The two companies have feuded over the years, and…

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[macdailynews]

Apple plans to equip MacBooks with cellular modems as soon as 2028

Apple plans to build its own custom modem into cellular MacBook models that could arrive as early as 2028, according to Bloomberg News‘ Mark Gurman. Tim Hardwick for MacRumors: ‎ Apple has reportedly been working on its own modem since 2018, as it seeks to move away from Qualcomm’s component currently used in iPhones. The timeframe for launching the modem has slipped several times and is now…

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[macdailynews]

Qualcomm CEO says he’s expecting iPhones to use Apple's modems in 2024

Apple will be using its own 5G modem chips for its 2024 iPhones, current modem supplier Qualcomm’s CEO Cristiano Amon believes. Qualcomm’s Snapdragon X65 5G 10Gbps modem Jenni Reid for CNBC: “We’re making no plans for 2024, my planning assumption is we’re not providing [Apple] a modem in ’24, but it’s their decision to make,” Cristiano Amon told CNBC at the Mobile World Congress in…

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[macdailynews]

Apple to drop key Broadcom chip in 2025 in favor of in-house Wi-Fi and Bluetooth design

Apple to drop key Broadcom chip in 2025 in favor of in-house Wi-Fi and Bluetooth design

Apple plans to drop a Broadcom chip used in its devices in 2025 in favor of its own in-house Wi-Fi and Bluetooth chip design, Bloomberg News reports on Monday citing “people familiar with the matter.” Mark Gurman for Bloomberg News: As part of the shift, Apple also aims to ready its first cellular modem chip by the end of 2024 or early 2025, letting it swap out electronics from Qualcomm Inc.,…

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[macdailynews]

Apple is the No.1 reason why Qualcomm will keep underperforming - analyst

Apple is the No.1 reason why Qualcomm will keep underperforming – analyst

On Monday, Wells Fargo analyst Gary Mobley downgraded his rating on Qualcomm stock citing as a main reason Apple’s work to create its own internal modem starting with the iPhone 16 model range in 2024. Karishma Vanjani for Barron’s: Semiconductor makers have been hit hard this year as the fastest inflation in 40 years has crimped demand for chips in everything from home computers to…

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