|
Apple may be moving faster than expected in its modem development work, and Qualcomm's latest comments suggest that shift is already reshaping the iPhone supply chain.
Qualcomm overnight said supply constraints are shrinking some of its Apple business faster than anticipated. "It's availability of supply," CEO Cristiano Amon told Reuters.
While he wasn't specific, that likely reflects the broader industry shortage in memory, storage, and everything else and means the company's share of components used for the next iPhone launch will fall "well below" its anticipated estimates. Amon says this is part of a transition in which future Qualcomm income will be generated by AI datacenter demand.
The company also intends to boost modem prices on Sept. 1 (And remember, the patent licensing agreement between Apple and Qualcomm expires in March 2027.)
Given Apple is selling plenty of smartphones (even as the broader industry shrinks), supply constraints won't necessarily be because of demand for the devices; this could reflec
|
RELATED ARTICLES | | |
|
 We're less than two months out from the launch of Apple's premium next-generation smartphone lineup, and while we're not expecting a dramatic change in terms of functionality, there are still several enhancements rumored to be coming to the iPhone 18 Pro and iPhone 18 Pro Max.
|
|
 Apple's 20th anniversary iPhone is expected to arrive in the fall of 2027 with the most significant redesign the device has seen since the iPhone X.
|
|
