Qualcomm will stay the unique provider for 5G modem chips for Apple’s new iPhones, no less than for the foreseeable future, after the Cupertino-based tech large did not develop its personal know-how in time.
Apple has been making an attempt to develop its personal 5G modem chips for iPhones in partnership with Taiwan Semiconductor Manufacturing Company (TSMC), earlier studies mentioned. Now, a famous Apple analyst has revealed {that a} survey carried out had indicated that the corporate had did not develop its personal 5G modem chips in time for the launch of the iPhone 15 within the second half of 2023.
Ming-Chi Kuo, a famous TF International Securities analyst, tweeted that in response to his newest survey, Apple may need did not develop iPhone 5G modem chips in time for the iPhone 15. Kuo added that Qualcomm would proceed to stay the corporate’s sole iPhone 5G modem chip provider with a 100% share, opposite to its personal estimate of 20%.
“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,” he tweeted.
Kuo added that being the only real provider for the iPhone 5G modem chips may doubtlessly result in Qualcomm’s earnings beating market estimates for the second half of 2023 and first half of 2024.
The analyst sees Apple persevering with to develop its personal iPhone 5G modem chips. However, by the point the tech large manages a breakthrough in that facet, Qualcomm’s different companies would have grown sufficient to offset the lack of orders for 5G modem chips.
According to an earlier report, Apple plans to accomplice with TSMC to supply the corporate’s personal iPhone 5G modem chips for future units. The modem was mentioned to be designed and examined at 5 nm earlier than transferring to mass manufacturing at 4 nm in 2023.
Source: www.financialexpress.com”