Apple will continue to source modem chips from Qualcomm for 2023 iPhone 15 lineup, reports Bloombergis Mark Gurman. Qualcomm said it was on track to supply the “vast majority” of modem chips for Apple’s devices, despite earlier expectations that it would only supply a fraction of modem chips.
Qualcomm in November 2021 said it plans to supply 20% of Apple’s modem chips in 2023, signaling a potential shift to Apple’s own modem chips. Apple is working to reduce its reliance on Qualcomm by developing its own in-house modem technology, but it doesn’t look like Apple’s chips are ready for a 2023 launch.
Gurman’s report echoes information we’ve already heard from Apple analyst Ming-Chi Kuo. Kuo said in June 2022 that Apple’s work on a 5G modem chip “failed” and that Qualcomm would remain Apple’s modem supplier for the 2023 iPhone lineup.
Kuo said development of the chip has stalled, but work is finally continuing. Apple is expected to create its own modem chip, but it will take longer to get the job done and satisfactory for use in iPhones and other devices.
Apple launched a legal battle against Qualcomm in 2017, accusing Qualcomm of unfairly collecting royalties for technologies it had nothing to do with. Apple wanted to move away from Qualcomm with the move to 5G to stop paying Qualcomm’s fees and instead use Intel technology, but Intel was unable to manufacture 5G chips that met Apple’s standards .
Apple was forced to settle its lawsuit with Qualcomm and has since used Qualcomm 5G modem chips for the iPhone and iPad lineups. Apple has been working on its own modem chip ever since, and even bought Intel’s modem chip business to get a head start. Initial rumors pinpointed 2023 as the year Apple would be ready to make the transition, but it looks like it will take Apple a bit longer to end its modem deals with Qualcomm.
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