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The recognition of iPhone 12 fashions has led to hovering demand for Qualcomm’s 5G modems and RF chips, serving to to propel the chipmaker’s revenues previous that of rival Broadcom within the third quarter of 2020, in accordance with Taiwanese analysis agency TrendForce.
Qualcomm reported $4.9 billion income within the third quarter, a 37.6% improve over the year-ago quarter, in comparison with $4.6 billion for Broadcom. TrendForce mentioned Qualcomm’s “remarkable performance” is partly attributed to re-entering Apple’s provide chain earlier this 12 months, after the 2 corporations settled a lawsuit final 12 months.
Apple’s rekindled partnership with Qualcomm may not be for good, nonetheless, as Bloomberg not too long ago reported that Apple has began creating its personal mobile modem for future iPhones. The information was reportedly shared by Apple’s senior vp of {hardware} applied sciences Johny Srouji at a city corridor assembly with Apple workers, and the transfer was anticipated after Apple bought nearly all of Intel’s smartphone modem enterprise final 12 months.
In a analysis notice shared with MacRumors immediately, Barclays analysts Blayne Curtis, Thomas O’Malley, Tim Long, and their associates supplied some further particulars about Apple’s in-house modem, claiming that the chip shall be “very much a high-end modem” with help for ultra-fast mmWave 5G, as with Qualcomm’s Snapdragon X55 modem in iPhone 12 fashions.
“We believe that Apple has actually been working on this 5G modem for over a year and that this is very much a high-end modem, including support and chipsets for mmWave,” the analysts mentioned. “We do not believe they are [working] on any RF components beyond the mmWave.”
mmWave is a set of 5G frequencies that promise ultra-fast speeds at quick distances, making it greatest suited to dense city areas. By comparability, sub-6GHz 5G is mostly slower than mmWave, however the alerts journey additional, higher serving suburban and rural areas. mmWave help on iPhone 12 fashions is restricted to the United States.
As a part of their settlement in 2019, Apple and Qualcomm introduced that they’d reached a multiyear chipset provide settlement, so it doubtless that will probably be at the very least a number of extra years till Apple’s in-house modem seems in units.
(This story has not been edited by Newslivenation employees and is auto-generated from a syndicated feed.)