Apple has used Qualcomm modems in its iPhones for quite some time, but the 2018 iPhone X handsets may end up using Intel modems instead.
Qualcomm and Apple are in the middle of a legal dispute, and it looks like Apple has decided not to use the modems from Qualcomm in this year’s devices. This decision marks a significant shift in Apple’s supply chain strategy and could have broader implications for the smartphone industry.
Qualcomm’s Statement on the Matter
The news comes directly from Qualcomm itself, which has stated that it is not expecting to supply the modems for this year’s iPhone. This revelation was made by the company’s finance boss, George Davis. You can see what he had to say below.
“We believe Apple intends to solely use our competitor’s modems rather than our modems in its next iPhone release,”
This statement is quite telling, as it indicates a complete shift away from Qualcomm’s technology for the upcoming iPhone models. Qualcomm has been a long-time supplier for Apple, and this move could signify a deeper rift between the two tech giants.
Intel’s Role in the 2018 iPhone X
It looks like Intel will be supplying the modems for this year’s handsets, although this has not been confirmed as yet. Apple is expected to announce three versions of the 2018 iPhone X in September, one with an LCD display and two with an OLED display.
Intel’s involvement in the iPhone’s modem supply chain is not entirely new. In previous years, Apple has used a mix of Qualcomm and Intel modems in its devices. However, this year could mark the first time that Intel is the sole supplier. This move could be seen as a strategic decision by Apple to diversify its supply chain and reduce its reliance on a single supplier, especially one with whom it is embroiled in legal battles.
The legal dispute between Apple and Qualcomm centers around patent royalties and licensing fees. Apple has accused Qualcomm of charging exorbitant fees for the use of its technology, while Qualcomm has countered that Apple has infringed on its patents. This ongoing battle has likely influenced Apple’s decision to switch to Intel modems entirely.
Implications for the Smartphone Industry
The shift from Qualcomm to Intel modems could have several implications for the smartphone industry. For one, it could lead to increased competition between modem suppliers, potentially driving innovation and lowering costs. Intel, which has been trying to gain a foothold in the smartphone modem market, could see this as a significant opportunity to establish itself as a major player.
On the other hand, Qualcomm could face challenges in maintaining its market share. The company has been a dominant force in the modem market for years, but losing a major customer like Apple could impact its revenue and influence. This situation could also prompt Qualcomm to seek new partnerships and diversify its customer base.
For consumers, the switch to Intel modems could result in differences in performance and connectivity. While both Qualcomm and Intel produce high-quality modems, there may be variations in speed, reliability, and compatibility with different networks. It will be interesting to see how the new iPhones perform with Intel modems and whether consumers notice any significant changes.
In conclusion, Apple’s decision to potentially use Intel modems exclusively in the 2018 iPhone X models is a noteworthy development in the tech industry. It highlights the ongoing legal battle between Apple and Qualcomm and underscores the importance of supply chain diversification. As we await the official announcement in September, the industry will be watching closely to see how this decision impacts the market and the performance of the new iPhones.
Source Cnet
Disclosure: Some of our articles include affiliate links. If you buy something through one of these links, Geeky Gadgets may earn an affiliate commission. Learn about our Disclosure Policy.
