Apple has extended its modem procurement agreement with Qualcomm, signaling potential delays in the development of its custom 5G modem.
Qualcomm's Pivotal Role in Apple's 5G Journey
Since the introduction of the iPhone 12, Apple has leaned on Qualcomm's technology for its 5G capabilities. While Apple has been making strides towards establishing a self-sufficient ecosystem by designing its internal chips, it seems the tech giant still finds value in its corporate collaborations. Qualcomm has renewed its commitment to Apple, ensuring the integration of its Snapdragon-branded 5G modems in Apple devices until 2026. This development is particularly intriguing given the longstanding rumors of Apple's intent to sever ties with Qualcomm. Earlier in the year, Cristiano Amon, Qualcomm's CEO, suggested that Apple might venture into producing its modems by 2024. This renewed agreement, however, seems to have quelled such speculations for the time being.
Apple's Vision for In-House Development
Apple's ambition to be self-reliant is no secret. The company has successfully transitioned from using Intel chips in its Macs to its proprietary M-line processors. However, when it comes to 5G connectivity, the challenge seems more daunting. To emulate Qualcomm's proficiency in connecting to a myriad of satellite networks worldwide, Apple has its work cut out. Qualcomm's expertise is undeniable, with the iPhone 12 being the inaugural Apple device to boast 5G functionality, all thanks to Qualcomm. Past disputes, including a legal tussle over licensing fees, seem to have been set aside as the two tech giants continue their collaboration.
As Apple charts its path forward, its strategies, especially its intent to minimize reliance on third-party collaborators, will be under the microscope. While the tech world is abuzz with anticipation regarding Apple's plans for its own modems in non-smartphone devices by 2026, all eyes are also on potential 5G features in the upcoming Apple Watch Series 9.
