Qualcomm extend the agreement to supply 5G modem to Apple to 2026

Qualcomm just released a brief explanation this morning, announcing that the company has signed an expansion agreement with Apple to provide 5G modem with its smartphones and other products released in 2024, 2025, and 2026.RF chipEssenceRelated announcements (especially from suppliers rather than technology giants itself) emphasize the cold but necessary relationship between Apple and Qualcomm: Apple does not hide the company's hope to develop its own modulationDemodulatorAnd end the dependence on Qualcomm.But through this latest agreement, they obviously have not achieved this goal.This means that at least in the next few years, Qualcomm's Snapdragon modem will still be the core part of the Apple mobile product lineup.

The day before the news was released, the day before the Apple's autumn iPhone event (this year's theme is Wonderlust), it is generally expected that the iPhone 15 series mobile phones will be launched during the event.Prior to the announcement today, the latest agreement between Qualcomm and Apple will last until the end of 2023. It is generally expected that the iPhone 15th generation mobile phone will use Qualcomm 5G modem and some versions of the RF front end.

In addition, Apple has been trying to develop its own 5G modem, which is largely based on their 2019IntelBuy honeycomb modem technology.With its own modem, Apple will no longer need to rely on Qualcomm to provide the key components of their mobile phones. Considering the cost and franchise fees involved, this is an important friction point for the company.

However, today's announcement of the new agreement with Qualcomm splashed a pot of cold water.As always, the details determine the success or failure -Qualcomm's agreement is not an exclusive agreement -but this means that Apple has been determined at least, they need to hedge betting, and reach an agreement with Qualcomm to buy a modem for Apple.If you need it in the next few years.Like the previous transaction, Qualcomm's public expectation is that Apple will launch in stages instead of hard switching -this makes the share of Qualcomm's share in Apple's mobile phone by 2026 -but 3 years later, the plan can be and indeed indeed indeed go.Make changes, as we see in the original Apple and Qualcomm transactions.

In the end, because Apple's modem development project is an internal project for specific components, the famous company with a well -known guard is likely not to make any other remarks on this matter until they are ready to sell the modem in batches.But by letting Qualcomm talk about the future of the next three years, this clearly shows that Apple will not start alone -at least not yet.