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VisitApple Developing In-House Modem to Replace Qualcomm
Aug 18, 2024, 01:44 PM
Apple is reportedly developing its own in-house modem chips, aiming to eventually replace Qualcomm's components. This strategic move is part of Apple's long-term plan to reduce dependency on external suppliers and enhance control over its hardware ecosystem. The transition to Apple's modems is expected to begin with niche models next year, with a full rollout taking several years. Despite the initial lack of immediate payoff, Apple believes the shift could lead to significant benefits in the future. The company has argued that it pays Qualcomm excessively for modems, while Qualcomm insists Apple owes royalties regardless.
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Achieves parity • 25%
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