The company’s goal to have its chips ready by next year had already been pushed back, but now it’s not expected to be completed in time until spring 2025, according to people familiar with the matter. In that case, the release of the company’s own chips would be pushed back to late 2025 or early 2026 at the earliest. Apple recently renewed its contract to source chips from Qualcomm, and 2026 will be its final year.
The delays reflect the challenges Apple faces in designing its own modem, which connects phones to cellular networks. Because the components must seamlessly link with hundreds of carriers around the world and operate in a variety of environments and conditions, they must demonstrate performance equal to or better than Qualcomm’s technology, a pioneer in this field. .
Qualcomm shares rose 1.1% to $130.37 after Monday’s Bloomberg report about delays in Apple’s plans.
Thousands of employees have been working on the project since 2018, but it will still take several years for Apple to resolve the issue. The goal is to allow modems to download data faster than current technology, but the current state of development makes that unlikely, said a person familiar with the project, who asked not to be named.
An Apple spokesperson declined to comment.
Original title: Apple Push to Replace Qualcomm Chip in iPhone Loses More Ground (1) (excerpt)
(Add and update stock price reactions, etc. In the second paragraph of the article before the update, it has been corrected to say that it will not be completed in time for spring 2025.)