2018 iPhones might use Intel modems exclusively, pushing Qualcomm aside [The Verge]
QUALCOMM Incorporated (QCOM)
Last qualcomm incorporated earnings: 4/29 04:01 pm
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Source: The Verge
Could also be an Apple negotiating ploy in ongoing dispute with Qualcomm The latest research note from KGI analyst Ming-Chi Kuo, as obtained and reported on by MacRumors and 9to5Mac , indicates that Apple’s next iteration of the iPhone will have Intel as its sole supplier of cellular modems. This would eliminate Apple’s longstanding reliance on Qualcomm modems for the iPhone, and it’s likely to escalate tensions in the ongoing dispute between Apple and Qualcomm . One of the lawsuits between the two companies, launched by Qualcomm, alleges that Apple improperly shared proprietary code with Intel , and Kuo’s present expectations would align with this idea of Apple and Intel being extremely fond of one another. Intel’s anticipated exclusivity might be short-lived, however, as Apple could still send some orders Qualcomm’s way as a negotiating concession in trying to end the legal quarrel between the two. Apple is also famously reluctant to rely on any individual supplie
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QCOM
Earnings
- 1/31/24 - Beat
QCOM
Sec Filings
- 4/4/24 - Form 4
- 4/4/24 - Form 144
- 4/2/24 - Form 4
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