Apple May Shift iPhone 18 Pro Modems In-House as Qualcomm Sees Share Fall Below 20%
Updated
Updated · Android Headlines · Jul 31
Apple May Shift iPhone 18 Pro Modems In-House as Qualcomm Sees Share Fall Below 20%
3 articles · Updated · Android Headlines · Jul 31
Summary
Qualcomm CEO Cristiano Amon told Reuters Apple revenue should decline faster from the fourth quarter, with Qualcomm’s component share in the next iPhone launch dropping well below its earlier 20% estimate.
That sharper decline adds weight to reports that the iPhone 18 Pro and Pro Max will use Apple’s own C2 modem instead of relying as heavily on Qualcomm.
Apple is still expected to split sourcing by region, with Qualcomm modems likely staying in U.S. models while Apple’s C2 serves many international versions because its in-house chip may not yet fully match Qualcomm’s performance.
The C2 could still give Apple new selling points, including a “Limit Precise Location” privacy setting and NR-NTN support for 5G satellite connectivity beyond today’s Emergency SOS features.