It is not just milk and honey between Apple and Qualcomm, one of the company’s most significant suppliers. On Wednesday, George David, the Qualcomm’s Chief Financial Officer made some comments during the earnings call, and he affirms that the upcoming iPhone trio by Apple, will not be featuring its chip manufacturer’s modems.
Horace Dediu, considered by Fortune the king of Apple analysts was already assuming that this might happen. In a declaration for Inverse, Dediu suggests that the iPhones which will be released in September will have their network affected because of this change.
More specifically, Horace Dediu explains:
“Fundamentally, Apple has been looking to separate from for, I believe, five years. The risk isn’t on production but on quality. Anything to do with hardware, especially silicon, has a very long lead time.”
It is not the first time we hear this as Qualcomm and Apple have been battling for quite a while because of patent infringement and royalty disputes. Apple deteriorated the business relationship between it and Qualcomm by suing the modem company in the United Kingdom, China, and the United States.
One of the Horace Devis’ comments that we mentioned earlier say that without Qualcomm, Apple will need to stick to Intel as it is the only other company to manufacture such modems.
“Apple intends to solely use our competitor’s modems rather than our modems in its next iPhone release.”
Ookla has conducted a speed analysis which resulted in the Spandragon 845 chip to have “faster cellular speeds and lower latency” than Intel modems so this is the only proof we need to choose our favorite. The results were released on the 23rd of July.
Horace Dediu sticks with the fact that this battle will affect the upcoming iPhones and if the Intel modem does not work as the company wants, Apple will not go to the world with a phone that has low browsing efficiency.
“Performance depends on what you choose to measure. I’m sure the two companies’ products have different measurements. Whether these measurement differences matter is another question. I doubt Apple would ship a compromised product, but it might be possible to accuse them of doing so.” added Horace Dediu.
Because this issue is long enough, we can assume that Apple has an ace stuck in its sleeve because the company does not want to disappoint its buyers. We will still need to wait until fall to see how such a change would interfere with the iPhone’s performance.