Apple's abilities = attempting to lure away Qualcomm engineers.
I'm sure they made plenty in the past.
But that doesn't impact future forecasting. Apple is not factored into any current production schedule, so QCom hasn't lost anything on 5G modem orders.
Apple and Qualcomm will eventually settle their differences and move forward, just like Apple and Samsung have done.
Apple wants the best components in their devices (hence the move to Samsung AMOLED screens).
Once the legal issues are dealt with, Apple will likely strike a new deal with Qualcomm unless someone else makes a better modem.
Right now, no one else can match Qualcomm's modem quality. Apple is currently settling for "good enough" with Intel.
7, 8 / X All had a version with Intel Modem. XS is, however the first model to ship only with Intel Modem.
I don't think it has horrendous Data Speed. But it is certainly has a different characteristics to Qualcomm Modem. XS is generally weaker with signals, and we are not quite sure if it was the 4x4 MIMO or the Intel Modem. XR doesn't seems to be as bad so a guess would be due to Apple's implementation of 4x4 Antenna. While ALL phones had problems with 4x4 Antenna in their first generation, that includes Samsung and Huawei, you generally expect Apple, being a year late to the tech would have ironed out most of it.
But generally speaking, a Qualcomm Modem would still get better signal than Intel. This is especially a problem in US where the Cell Tower Density is lower as compared to Asia / EU counterpart.
There has also been 3 to 4 Modem Firmware revision since launch, and likely more to come in iOS 12.2, let just hope ( pray ) Intel's next Modem 7660 is actually better. And Apple could actually put a rounding error budget into their Antenna Design, because as far as Flagship Smartphone is concerned, iPhone has the worst one.
Or Qualcomm will relent and work with Apple again, but judging from the Court testimony this seems highly unlikely.
How did it go with the processors?
Who was making Apple processors in the past and who is making now?
Once Apple have their own designs, they can select any OEM to make them. Its in the components cost than proprietary cost... so obviously Samesung lost a lot of money bcs of their greed and QC is going to lose the same way when Apple makes their own modems.
QCOM is screwed.
QCOM already announced a second generation 5G modem (but, obviously, you won't be able to get it in iPhones)I surely ain't buying that first gen 5G iPhone for sure. Will see how it plays out and wait maybe for the 2021 model. 2021 is really looking more like they years to upgrade Apple products.
No one has 5G and any that will are going to get spotty service.Add to the list iOS users. Enjoy paying "5g" prices for "4g" tech.
If you have access to the data sheets that would give a better idea how they compare. I’m not sure if these type of parts have datasheets publicly available without signing an NDA. Of course the real test would be how they perform in an RF lab.I forget... was there evidence that Intel modems were inferior to QCOM, or was it just anecdotal reports?
The problem with the argument that no one has 5G yet is that you can also argue that no one had USB-C peripherals two years ago but Apple still replaced all the regular USB ports on the MacBooks. Having a 5G in your phone will still allow it to be compatible with 4G networks.No one has 5G and any that will are going to get spotty service.
But it’s a waste to have 5G when there is almost no upside. I went through this with 4G.If you have access to the data sheets that would give a better idea how they compare. I’m not sure if these type of parts have datasheets publicly available without signing an NDA. Of course the real test would be how they perform in an RF lab.
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The problem with the argument that no one has 5G yet is that you can also argue that no one had USB-C peripherals two years ago but Apple still replaced all the regular USB ports on the MacBooks. Having a 5G in your phone will still allow it to be compatible with 4G networks.
intel is so behind in 5g, the only ones left crying are consumers like you and me who have to buy 2020 iphone with sub standard 5g iphones.
I forget... was there evidence that Intel modems were inferior to QCOM, or was it just anecdotal reports?
Or, one may say that Apple is running out of time to order the best in class QCOM 5G modems. Too bad.
You are perfectly fine with Apple using you as leverage? Why would anyone be like that? And if you are, why would you admit it?For whom exactly?
As an Apple user, I am perfectly fine with sticking with my Apple products during this period and letting Apple use me as leverage to wring a more favourable deal from Qualcomm.
I will still continue buying the iPhone even if it doesn’t have Qualcomm chips inside.
Meanwhile, Qualcomm will continue to see their profits plummet as they lose their most lucrative customer (Apple) and are increasingly being forced to scrounge for loose change by selling to Chinese OEMs (which earn them less money since the price is based on the final ASP). I can not think of a more fitting fate for them.
So take your time to negotiate the best possible deal, Apple. I will still be around when you (eventually) do.
if you havent noticed apples sale is not doing so good. given its lack of innovation and subpar wireless intel chip. apple have as much to lose as qualcomm.For whom exactly?
As an Apple user, I am perfectly fine with sticking with my Apple products during this period and letting Apple use me as leverage to wring a more favourable deal from Qualcomm.
I will still continue buying the iPhone even if it doesn’t have Qualcomm chips inside.
Meanwhile, Qualcomm will continue to see their profits plummet as they lose their most lucrative customer (Apple) and are increasingly being forced to scrounge for loose change by selling to Chinese OEMs (which earn them less money since the price is based on the final ASP). I can not think of a more fitting fate for them.
So take your time to negotiate the best possible deal, Apple. I will still be around when you (eventually) do.
5G is still in its infancy. No need to rush into that bandwagon.
Any chance that Apple will make its own modem?
“Time is running out”
Sure Qualcomm are watching the clock. Not
hard to compare xs models since there is no xs qualcomm iphones, the most fair comparison could be done would be the s10 vs xs so we will have to see, but odds are basing on historical patterns the s10 will come out on top. by how much is the question.The problem is that you can't make an exclusively 5g phone. CDMA is still deployed. Heck, 3G is still deployed, and I've been on edge in some areas in the past year.
That means there is a *lot* of engineering for a phone modem.
T-Mobile is also the only vendor looking at near-term lower frequency deployment. Everyone else is looking at millimeter wave - great for downtown, stadiums, airports, but its not going to be deployed in the rural areas or even likely the suburbs because of no penetration through materials and low coverage area.
We are probably 18-36 months away from a phone that can have acceptable coverage with just LTE+5G, without any legacy coverage. Which I suppose could ambitiously line up with a 2020/2021 iPhone with Apple modem.
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I believe they said XS/XS Max.
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Apple did not want to switch away from Qualcomm - they just wanted a second source for modems.
Then Qualcomm started twisting the monopolistic screws around patent licensing for Intel modems, and Apple said we don't think you can charge this much based on the agreements you signed (for your tech to be included in LTE).
Then talks fell apart and Apple said "we are going to have to settle this in court; we are putting aside a fund with the full amount you claim we owe you in case the court agrees, in good faith"
Then Qualcomm decided they weren't going to sell Apple modems anymore. Apple was still willing to buy.
Then Qualcomm started suing in courts for unrelated things like image editing patents to get injunction against Apple products. And accusing them of orchestrating a federal investigation. And of sharing trade secrets and source code with Intel.
Apple might not be willing to work with them anymore now.
In the meantime, Qualcomm has lost all those Apple sales ( likely between 50-100 million Qualcomm modems in 2018) and has received no patent licensing royalties for the other 100-150 million intel-based iPhones sold in 2018. Their balance sheet may very well be down a billion dollars for this reason.
But on the flip side, there are very few companies willing to buy modems from a third party. Samsung designs and ships a separate version of its phones with a Qualcomm CPU+Modem for the US markets, just because of Qualcomm's legal maneuvers.