Apple and Qualcomm: Their 2023 5G Partnership
Quick Take
- Apple will keep using Qualcomm’s 5G modem chips in the 2023 iPhone lineup.
- Bloomberg reports continuity, not a shuffle.
- Qualcomm told investors it’s poised to supply more than the expected 20%—the share could grow with the new iPhones.
Why It Matters
Apple’s reliance on Qualcomm’s chips means the iPhone’s super‑fast connectivity will stay strong. As the device count rises, Qualcomm’s contribution will likely swell, keeping the Apple‑Qualcomm duo in sync.
Apple Eyes 5G Independence, But Qualcomm Still Holds the Reins
Why Apple Wants a Self‑Made Modem
Analysts say Apple’s ambition is to cut costs and gain tighter control by producing its own modem hardware. The promise? Great savings and full command over the wireless engine.
2023: Qualcomm’s Black Belt
For this year, Apple will still lean on Qualcomm for 5G capabilities. Analyst Ming‑Chi Kuo can’t help but warn Apple might fall short of becoming truly independent, hinting that its supply chain may not be ready for the job.
The Supply Chain Scrimmage
- Supply crunch: Apple’s current suppliers could stumble when trying to support an entirely self‑made modem.
- Reality check: Qualcomm remains the exclusive supplier of 5G chips for the new iPhones.
In short, Apple’s dream of ditching outside help is still a long‑haul road trip — and Qualcomm is still cruising with the VIP in the front seat.
