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Hope Apple will enable cellular connectivity for MacBooks when it launches its own modem chips.

Nah ... I'd rather it be over hotspot. We know it works, and flawlessly. Less need for hardware for those that don't require it, less hardware sku's to create and build for modem enabled MBP's vs ones that are not - less manufacturing costs, less manufacturing logistics, or expenses.

Best suited for iPads as they already have imbedded eSIMs.

Also ... less power drain.
 
Apple going all in house is awesome but I think this is a double edged sword too. When you have no suppliers you have no friends. Other than Foxconn and TSMC who does Apple need anymore?
We've already seen Intel's vicious attack on Apple since x86 got dumped for M1.
Also having that much independence also acts as a block to entry for competitors.
Can you imagine a start up trying to take on Apple with decades of silicon and software development under their belt?
Expect more hammering from the EU and others trying to regulate them and dis-empower them as much as possible.
You’re reading too much forums. Apple doesn’t manufacture its chips, they design them. The manufactures love Apple for steady orders of high end chips.
Also they don’t have a monopoly they are just designing their own chips.
 
"We’ve learned and struggled for a few years here figuring out how to make a decent phone. PC guys are not going to just figure this out. They’re not going to just walk in." —Palm CEO Ed Colligan, Nov. 2006.

Whatever it is about Apple, the company seems to have this instinct for coming at a given product or idea from an angle nobody expects. I imagine this won't just be a replacement communication chip but one that reframes things in a way that makes Qualcomm look like something from the 80s. Hopefully, for the sake of everyone at Qualcomm, the execs there have looked at Apple's history and realize this is not a time to be sitting back and taking it easy. We'll see.

"We don't ship JUNK!" ;)

BTW Ed should've shut his trap, Palm had multiple failures with phone component in Handspring add-on modules for early Handspring Palm OS devices. They didn't learn the phone component themselves, the change in OS licensing rules between Palm OS 3-5 - recall PalmOS4 Cobalt was cancelled was due to forcing licensee's to submit their code BACK to Palm of changes they've made. This meant the biggest licensee, Sony, had to submitt ALL their hard work to Palm:

MemoryStick code led to SDCard in Palm m505/m515 models some 2yrs later after Sony implemented it.
Phone component learned from Sony's partnership for years with Ericsson (SonyEricsson) went back, as Sony had phone dialing and dialup modem code on their Clie/Cleo devices long before HandSpring/Palm had anything relatable.

So in famous words of Jobs ... "We Don't Ship JUNK!" ;)
 
You’re reading too much forums. Apple doesn’t manufacture its chips, they design them. The manufactures love Apple for steady orders of high end chips.
Also they don’t have a monopoly they are just designing their own chips.
No I don't read forums. Unlike many misguided people today I form my own opinions and avoid "influencers"
 
lmaooo why can Apple do nothing these days? can’t make their own chips, advertise the apps in their App Store etc etc… their success is everyone else’s failure it seems.

the competition and the regulators are super annoying at this point.
I agree.
Sorry, I'm a bit confused here. Did it sound like I was having a go at Apple?
I wasn't.
I was expressing concern that Apple, who I love and admire greatly, will be attacked even more.
Read the quote in my sig...
 
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The Intel modem team, aka the Junior Varsity squad of modem development, will be back in the 2023 iPhones... all so Tim Cook can save a few bucks. Apple's customers, as usual, are the ones who suffer with inevitably worse power consumption and poor connectivity. It's like the iPhone 7 all over again...


And...

By then, customers will probably have paid 3x for that: one time for the Intel acquisition, one time for the dev R&D to revamp its technology, and one more time for the QualComm modem to be ordered at the very last moment to save the iPhone launch
 
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Apple going all in house is awesome but I think this is a double edged sword too. When you have no suppliers you have no friends. Other than Foxconn and TSMC who does Apple need anymore?
We've already seen Intel's vicious attack on Apple since x86 got dumped for M1.
Also having that much independence also acts as a block to entry for competitors.
Can you imagine a start up trying to take on Apple with decades of silicon and software development under their belt?
Expect more hammering from the EU and others trying to regulate them and dis-empower them as much as possible.

The first two parts of your statement make sense. But the final one does not. With Apple making its own silicon we went from Qualcomm & Intel controlling all mobile phone processors to now Qualcomm, Intel, and Apple. There is more competition. There is no legal argument against a vertically integrated company.
 
When's the last time apple introduced a new technology that wasn't ready and have great performance?
I would tend to agree. However, this is no Apple's first go at chip design and production and they did have Intel's modem business they acquired a couple of years ago that gave them a boost so they didn't start from scratch.
 
I agree.
Sorry, I'm a bit confused here. Did it sound like I was having a go at Apple?
I wasn't.
I was expressing concern that Apple, who I love and admire greatly, will be attacked even more.
Read the quote in my sig...
ah, my bad lol. it was hard for me to tell which way you were going with the post.

all good! ?
 
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Isn’t the cost due to Qualcomm’s patent licensing that is based on total cost of the device (phone, laptop, etc.) the cell modem is built into?
Maybe currently, but I think the cost going forward is just licensing for the architecture only which will be much smaller
 
I really think Intel screwed the pooch on their “vicious ads”. One thing I am sure Apple is a minuscule Intel user compared way to Dell HP and all of the other PC makers. Those ads fell on deaf ears anyway because why attack a company if your aim is to try winning them back. They should have for sure focused on AMD instead of Apple SoC.
I do however hope to see Apple hit it out of the ballpark and it doesn’t turn in to another fiasco like intel modems were. They did their job with Apple SoC as I am a proud owner of a new 16” MBP with Apple SoC.

ARM might be a larger threat to Intel than AMD. Apple switching from Intel to ARM makes Intel look bad.

Apple probably doesn't care about Intel's ads. If Intel can offer something Apple wants, Apple will care about that more than some ads. Companies usually value money over their pride.

If Intel develops a much-improved node and becomes the best fab, I'd be all for Intel manufacturing Apple's chips.
 
Apple designed, TSMC manufactured.

Make no mistake, Apple has its hands all over their suppliers' manufacturing processes. At this point, TSMC is more a partner than anything else. I'm sure the amount of cash flow Apple pumps into TSMC is one of the main reasons that has allowed them to stay well ahead of competitors and why Apple gets first "dibs" on new fabs. Would be nice to see Apple/TSMC open more fabs in the US (and other locations around the world) though.
 
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It will be interesting to see if this works because the last time Apple tried this, the performance of their modem chips were terrible (MR reported about this a number of years ago). Intel tried and failed to produce a modem chip for Apple which resulted in Intel closing down it's modem chip business of which Apple subsequently purchased. So it will also be interesting to see if Qualcomm accuse Apple of using it's patents in this 5G modem chip because Qualcomm hold some very good patents on mobile phone modem technology which makes their modems very good.

Of course Apple's modem will use Qualcom IP ... and there's nothing Qualcomm can do about it except collect licensing fees. That IP is part of a standard. IP is only used in a standard after the supplier agrees to fairly license it to anyone that needs it.
 
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The first two parts of your statement make sense. But the final one does not. With Apple making its own silicon we went from Qualcomm & Intel controlling all mobile phone processors to now Qualcomm, Intel, and Apple. There is more competition. There is no legal argument against a vertically integrated company.
Not now.
A company that is fully vertically integrated, isolated, rich, powerful and market dominant is exactly what the EU likes to go after as we've already seen in the past.
You can't make vertical integration illegal, hope I'm not laying a curse by saying that, but what it does do is strengthen Apple further and that begs the attention of those who would seek to weaken it or milk it.
Didn't the EU just pass a useless law about USB C charging ports for phones when the mobile phone tech has been moving to wireless with Qi as standard? Who was that aimed at?
Hasn't S.Korean just legislated allowing any in app purchasing method?
Didn't Russia pass a law about state approved default apps on mobile devices?
The list goes on and will continue to grow.
How long until the EU thinks up a good excuse to fine Apple $billions for some rule breach, or creates a law just to take a bite out of their a$$.
 
Ultimately end of the day when it comes to cellular... I want a phone with little chance of dropping calls or bungling data transfer. There's more to it than just a chip... there's carrier, antennae, etc. But that change should give most pause from getting the new phone with the in house chip until there's clarity that it does at least as well as the prior model.

... should vs are.. Anyway, I'll pause upgrading right away when the change happens.
 
Can you imagine a start up trying to take on Apple with decades of silicon and software development under their belt?
Yes. The M1 has been researched and reverse engineered, and most chip production from other manufacturers will take Apple's lead based on that type of reverse-engineered research's publications. Same thing happened between Intel and AMD on x86-64. The successful competitor will have to fork the hardware design, and offer something new which the M1 doesn't offer, and something that would benefit consumers.
 
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When's the last time apple introduced a new technology that wasn't ready and have great performance?
  1. AirPower
  2. Butterfly key switches
  3. Trash can Mac Pro
And others I can't think of from the top of my head.
 
  1. AirPower
  2. Butterfly key switches
  3. Trash can Mac Pro
And others I can't think of from the top of my head.

Great list, thanks man!

A few comments:

1. Airpower never shipped, so they never introduced them.
2. Epic failure but to a non-processor part (I assumed we were talking about non-mechanical technologies, but I realize I never wrote that)
3. Fair point!
 
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Not now.
A company that is fully vertically integrated, isolated, rich, powerful and market dominant is exactly what the EU likes to go after as we've already seen in the past.
You can't make vertical integration illegal, hope I'm not laying a curse by saying that, but what it does do is strengthen Apple further and that begs the attention of those who would seek to weaken it or milk it.
Didn't the EU just pass a useless law about USB C charging ports for phones when the mobile phone tech has been moving to wireless with Qi as standard? Who was that aimed at?
Hasn't S.Korean just legislated allowing any in app purchasing method?
Didn't Russia pass a law about state approved default apps on mobile devices?
The list goes on and will continue to grow.
How long until the EU thinks up a good excuse to fine Apple $billions for some rule breach, or creates a law just to take a bite out of their a$$.
Decent points and I am not arguing against the notion that the EU will come out with some idiotic rule or regulation. However, it is hard to say that Apple Silicon puts Apple in a market dominant position. it does not hold a majority of market share in any of its segments - cell phones, computers, web services, etc. it does hold a market leading position in tablets but that is because Google and the Android industry gave up on them save Samsung.

I think that Apple's move into silicon is not to take over dominant market share but to enable them to make the products they want without being held back by outside supplier limitations. One cannot argue with that motive.
 
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