Qualcomm in November 2021 said that it expected to supply 20 percent of Apple's modem chips in 2023, signaling a potential shift to Apple's own modem chips. Apple has been working to cut down on its reliance on Qualcomm by developing its own modem technology in-house, but it does not appear that Apple's chips will be ready for a 2023 launch.
Gurman's report echoes information that we previously heard from Apple analyst Ming-Chi Kuo. Kuo said in June 2022 that Apple's work on a 5G modem chip "failed," and that Qualcomm would remain Apple's modem supplier for the 2023 iPhone lineup.
Kuo said that development on the chip stalled, but the work is ultimately continuing. Apple is expected to create its own modem chip, but it will take more time for work to be completed and satisfactory for use in iPhones and other devices.
Apple launched a legal battle against Qualcomm in 2017, accusing Qualcomm of unfairly collecting royalties for technologies it had nothing to do with. Apple wanted to transition away from Qualcomm with the shift to 5G to stop paying Qualcomm's fees and instead use Intel technology, but Intel was not able to manufacture 5G chips that met Apple's standards.
Apple was forced to settle its lawsuit with Qualcomm and has since used Qualcomm 5G modem chips for the iPhone and iPad lineups. Apple has been working on its own modem chip since then, and even purchased Intel's modem chip business to get a head start. Initial rumors pinpointed 2023 as the year Apple would be ready to transition, but it looks like it will take a bit longer for Apple to end its modem deals with Qualcomm.
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