It seems unbelievable how Apple can "choke" something a priori simple for them, such as being able to develop their own chip in charge of the 5G data transmission. After abandoning its initial project of creating its own 5G chip, Apple bought the Intel division of said modem in 2019 to finally be able to design and manufacture its own 5G chip with full guarantee, based on the technology of the North American processor manufacturer.
Well, three years later, with that division already absorbed, Apple has still not been able to manufacture a 5G modem to be able to mount on its devices, and thus not depend on Qualcomm. Not even with the Intel technology that you have after your purchase. Kuo has just leaked that next year's iPhones will still mount a Qualcomm modem. Wow fabric.
Ming-Chi Kuo just posted to your account Twitter, that those from Cupertino are still unable to manufacture a 5G modem for their devices. He assures that next year's iPhone, whose design is currently being carried out, will continue to mount a Qualcomm 5G modem. That was not the plan envisaged by Apple, certainly.
Apple has been trying for many years not to have to depend solely and exclusively on Qualcomm for something as essential as a 5G modem. And still can't get it. Almost five years ago, those from Cupertino already tried to project their own 5G chip. But they had problems overheating, and they couldn't find a solution to it.
Intel's 5G division
So as Apple usually does, it looked for some outside company that already had such more advanced technology, and bought it. In principle, it was a safe bet, since in 2019 it bought the 5G data transmission division of Intel, worth 1.000 million dollars, in order to finally be able to manufacture its own 5G modem.
[Company Update] Qualcomm (QCOM.O)
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 (vs. company's previous estimate of 20%).
- ing 錤 (Ming-Chi Kuo) (@mingchikuo) June 28, 2022
But incomprehensibly, those 2.200 Intel employees that became Apple's staff, have not been able to design and manufacture a 5G modem to the liking of its new owner, three years later. According to Kuo, the iPhone 15 will continue to mount a Qualcomm 5G chip, since Apple's own is not yet ready. Incredible.
So for now, despite Tim Cook and his team, the next iPhone 14 and iPhone 15 next year (always according to Kuo's words) they will continue to mount a 5G modem chip from the Qualcomm company. We'll see if those from Cupertino can finally release their modem on Apple devices from… 2024!
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