"Sources Say Apple's In-House Modem Chip Implementation Is Slow; Is The Release Of Apple's Proprietary Modem Imminent? According To Industry Sources, The Process Of Implementing It Will Remain Gradual In 2025, With Existing Chip Provider Qualcomm Not Significantly Affected" - DigiTimes Alert
Portfolio Pulse from Benzinga Newsdesk
Apple's development of an in-house modem chip is progressing slowly, with a gradual implementation expected by 2025. Qualcomm, the current chip provider, is not expected to be significantly affected in the near term.
August 19, 2024 | 12:59 pm
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NEUTRAL IMPACT
Apple's in-house modem chip development is progressing slowly, with a gradual implementation expected by 2025. This indicates a delay in reducing dependency on external suppliers.
The slow progress in Apple's modem chip development suggests that the company will continue to rely on external suppliers like Qualcomm for longer than anticipated. This may delay potential cost savings and strategic advantages from having proprietary technology.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Qualcomm is not expected to be significantly affected by Apple's slow progress in developing an in-house modem chip, maintaining its role as a key supplier in the near term.
With Apple's in-house modem chip implementation being gradual and not expected until 2025, Qualcomm's position as a key supplier remains secure in the short term, reducing immediate competitive pressure.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70