Kuo: 2020 iPhones to Support 5G, Qualcomm and Samsung Likely to Supply Modems
2020 iPhones will support 5G networks, with chipmaker Qualcomm likely to supply Apple with 5G modems for the devices after the two companies settled their high-profile legal battle last week, according to analyst Ming-Chi Kuo.
Interestingly, Kuo also expects Samsung to fulfill some of the 5G modem orders as well. Apple frequently aims to diversify its supply chain in an effort to reduce risk and have improved bargaining power, potentially reducing its costs.
An excerpt from Kuo’s latest research note, obtained by MacRumors:
Apple and Qualcomm’s end of patent dispute and entrance into a six-year licensing deal implies new 2H20 iPhone models will support 5G; Qualcomm and Samsung are potential 5G baseband chip suppliers. The market was worried that Intel’s disappointing 5G baseband chip development might be the most severe uncertainty for the new 2H20 iPhone models’ adoption of 5G. But we believe the uncertainty has been removed after Apple and Qualcomm’s end of patent dispute and entrance into a six-year licensing deal, and Intel’s announcement that it will exit the 5G baseband chip business. We expect Apple will likely adopt 5G baseband chips made by Qualcomm (focus on mmWave markets) and Samsung (focus on Sub-6GHz markets) for lowering supply risk, reducing costs and having better bargaining power.
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