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Apples nightmare over 5G modems is configured to continue, reports Aaron Tilley for The Information. Although the problems dissipated in public last month, the relationship has been tense for much longer.
For Intel, the loss of Apple as a flagship client of its modems has dealt a blow to a long quest for growth beyond personal computers. A few months after Apple announced its deal with Qualcomm last month, Intel CEO Bob Swan said in a statement that the company was planning to pull out of the 5G smartphone market because she saw no "way to profitability and positive returns", making 3% the next day. The Wall Street Journal announced that Apple had had talks last summer with Intel on the buyout of the company, but that the talks had cooled.
With Apple's division of the modems order for the iPhone in 2016, Intel had a major partner for its modems business. After that, Apple is 100% committed to Intel and has eliminated Qualcomm from its supply chain, though, from a technical point of view, Apple's Qualcomm believes that chips have better performance. Tilly sets up the dilemma:
But Apple was trapped. Earlier this year, Apple's chief operating officer, Jeff Williams, said in the FTC-Qualcomm trial that Qualcomm had refused to provide modem chips for Apple's 2018 phone lineup because of a ongoing lawsuit between the two companies. The range, which included the iPhone XS, XS Max and XR, was ultimately delivered exclusively with Intel modems.
Then the 5G arrived. The new technology promises faster connectivity and allows for much more cloud-based and heavy data services. It's a key part of the next generation of smartphones. And the Intel process did not meet Apple's requirements. The solution?
Apple gave up its legal battle with Qualcomm earlier this spring. and negotiate an agreement for 5G modems. Even with the strength of Qualcomm, it is unlikely that the iPhone family will see a 5G device announced until the end of 2020, and it is possible that large volumes will not be available until 2021.
In the short and medium term, Apple is tied to Qualcomm for the next few years and Tim Cook's team has virtually no leverage on 5G modem technology (it is unlikely that Apple will accept Huawei's offer to provide 5G modems). Although internal efforts are being made to design a modem (in an approach similar to that adopted for the system-on-chip design for Axx chips), these are not elected to bear fruit until 2025.
There was no doubt that the idea of using Intel to reduce Qualcomm's lash was attractive, but the problems of building this viable alternative with Intel did not help. Apple finds itself in a rare subgroup relationship with a key supplier.
The question is now what impact this relationship break between Apple and Intel will have on the MacBook, who is already suffering from delays.
Read now how AT & amp; T can come to the rescue of Apple with its network curiously named 5G-Evo …
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Apple's nightmare on 5G modems should continue, reports Aaron Tilley for The Information. Although the problems dissipated in public last month, the relationship has been tense for much longer.
For Intel, the loss of Apple as a flagship client of its modems has dealt a blow to a long quest for growth beyond personal computers. A few months after Apple announced its deal with Qualcomm last month, Intel CEO Bob Swan said in a statement that the company was planning to pull out of the 5G smartphone market because she saw no "way to profitability and positive returns", making 3% the next day. The Wall Street Journal announced that Apple had had talks last summer with Intel on the buyout of the company, but that the talks had cooled.
With Apple's division of the modems order for the iPhone in 2016, Intel had a major partner for its modems business. After that, Apple is 100% committed to Intel and has eliminated Qualcomm from its supply chain, though, from a technical point of view, Apple's Qualcomm believes that chips have better performance. Tilly sets up the dilemma:
But Apple was trapped. Earlier this year, Apple's chief operating officer, Jeff Williams, said in the FTC-Qualcomm trial that Qualcomm had refused to provide modem chips for Apple's 2018 phone lineup because of a ongoing lawsuit between the two companies. The range, which included the iPhone XS, XS Max and XR, was ultimately delivered exclusively with Intel modems.
Then the 5G arrived. The new technology promises faster connectivity and allows for much more cloud-based and heavy data services. It's a key part of the next generation of smartphones. And the Intel process did not meet Apple's requirements. The solution?
Apple gave up its legal battle with Qualcomm earlier this spring and negotiated a deal for 5G modems. Even with the strength of Qualcomm, it is unlikely that the iPhone family will see a 5G device announced until the end of 2020, and it is possible that large volumes will not be available until 2021.
In the short and medium term, Apple is tied to Qualcomm for the next few years and Tim Cook's team has virtually no leverage on 5G modem technology (it is unlikely that Apple will accept the offer of Huawei to provide 5G modems). Although internal efforts are being made to design a modem (with an approach similar to that used for the system-on-chip design for Axx chips), they are not elected to bear fruit until 2025.
There is no doubt that the idea of using Intel to reduce Qualcomm's lash was attractive, but the creation of this viable alternative with Intel has given nothing and Apple finds itself in a rare subcontracting relationship with a supplier. key.
The question that now arises is what impact this relationship break between Apple and Intel will have on the MacBook, which is already suffering from delays.
Discover now how AT & T can come to the rescue of Apple with its network curiously named 5G-Evo …