New Apple Leak Reveals Impact of iPhone 15 Launch

New Apple Leak Reveals Impact of iPhone 15 Launch

05/11 Update below. This post was originally published on November 3.

The iPhone 15 updates with the best recommendations are falling like fliesand now one of the biggest looks is sure to miss the cut.

Apple’s much-hyped in-house 5G modem will no longer debut with the launch of the iPhone 15 range in 2023, signaling a major setback for Apple’s modem division. The news followed comments from Apple’s modem supplier Qualcomm in its earnings report yesterday.

picked up by BloombergQualcomm told investors it will continue to supply the “vast majority” of modem chips for Apple’s iPhone 15 range in 2023. The company said it previously expected to supply only 20% of iPhone 5G modems by this time, given Apple’s demand. ambitious roadmap for your own 5G modems.

Nov 4 update: I can now confirm Qualcomm’s comments reported by Bloomberg, which in turn confirm that Apple’s modem ambitions are delayed for at least another generation of iPhone.

11/05 Update: The same source has now added more details to Qualcomm’s comments, stating that the company expects to continue supplying Apple with modems for iPhone models for at least the next three generations.

The source also says that Qualcomm doesn’t expect Apple to replace Qualcomm’s modems all at once, but rather to deploy them at increasing percentages with each successive iPhone generation. It makes perfect sense. The company has also tried this model before.

Apple was already looking to diversify its modem providers when it began integrating Intel modems into iPhones with iPhone 11. performance issues cut the experiment short, but Apple was motivated enough to buy Intel’s smartphone modem division in 2019 to test the chips.

Since then, the lack of a commercial product has shown that competing with Qualcomm is no easy task. That said, the potential gain for Apple is twofold. First, you gain more control of your supply chain. Second, you can integrate internal modems earlier in the design process, which could unlock higher performance and battery efficiency.

As such, while it was delayed, I don’t see Apple abandoning its modem ambitions anytime soon.

Despite working on the chip since 2020, Bloomberg reveals that Apple has suffered major setbacks, causing the delay. In July, it reported that the prototypes had “overheated over the last year.”

Respected industry analyst Ming-Chi Kuo went even further, saying that the development of the modem “may have failed”, claiming that Apple may be forced to rely on Qualcomm for the foreseeable future. Last month, Haitong International Securities analyst Jeff Pu agreed, saying Apple’s modem could miss iPhone launches in 2023 and 2024.

But this is the first time we’ve heard from an Apple partner, and Qualcomm’s announcement adds considerable weight to these gloomy projections. Such a delay would have seemed unthinkable when Apple bought Intel’s 5G modem business for $1BN in 2019. Intel was already shipping modems for smartphones, and Apple used them in the iPhone 11 range.

As such, it is difficult to understand why the project has been so challenging. Apple is famous for its tight integration of components, so if I had to guess, this is where I suspect problems have arisen.

On the other hand, Qualcomm’s next-generation 5G modems they are extremely impressive, and early leaks suggest there’s still a lot to like about Apple’s iPhone 15 plans. Included redesigned standard models and a new iPhone 15 Ultra with titanium chassis Y dual-sided front cameras. USB-C also has a hot tip, but far from true.

Either way, Apple seems determined to make a splash in 2023 after Disappointing iPhone 14 and iPhone 14 Plus sales.

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