Self-developed 5G baseband is far away! Apple postponed again, and Qualcomm made a lot of profits
This is an original article, please don't copy, copy, violators will be investigated!
Apple's chip design is the world's top-notch, and its A17 Pro series iPhone 15 Pro S is the world's first model to use a 3 nm chip, which is also applied to the MacM series. However, Apple has lagged behind in the expansion of baseband chips. A few days ago, the latest reports said that the independent research and development of 5 g baseband is far away! Apple again"Hit the streets", Qualcomm lied.
Apple's self-developed 5 G baseband plan.
The baseband chip is an indispensable part of the mobile phone wireless network, and the mobile phone signal cannot work normally without the baseband chip. For Apple users, Apple often loses signal in basements, elevators, or other places where there is no Internet access.
This is because Apple uses an external baseband, which is always worse in performance than the integrated system integration chip. Previously, Apple used Qualcomm baseband chips, but because of the patent dispute between Qualcomm and Apple and the ** problem, Apple decided to develop its own baseband chip to reduce risk and increase its flexibility.
But Apple still underestimates this, and the research and development of baseband chips is not something that can be done by setting up a few teams and applying for a few patents. Apple's own development of the 5 G baseband chip will encounter many challenges. The first is patents: 5G technology involves a large number of patents, and Apple must ensure that its baseband chips do not infringe on other people's patents.
In addition, network adaptability is also an issue. Apple must ensure that its baseband chips are compatible with carriers around the world, so that users around the world can use the 5G capabilities offered by Apple. It is because of these problems that Apple has not been able to make a major breakthrough, and this time Apple will"Skip the ticket"。
Qualcomm has signed a baseband chip license agreement with Apple, which is valid until March 2027. It doesn't look like Apple will be carrying its own baseband chips for the next few years, and Apple's own 5 G baseband chip plan will also face the fate of failure.
Qualcomm submitted a legal paperwork.
Qualcomm is Apple's only baseband chip supplier, so it is difficult for Apple to withdraw from this cooperation, if Apple does not use Qualcomm baseband chips, then there is no other way.
MediaTek's baseband chip is not as good as Qualcomm's, Huawei's baseband chip is not external, and Samsung's baseband chip is even more unpredictable. Qualcomm is the best partner in the world.
Apple lost a patent war with Qualcomm, part of which required Apple to buy Qualcomm's baseband chips. In the years since, Apple has tried to get rid of baseband chips that rely on Qualcomm, but has been unsuccessful. As a result, Qualcomm gradually calmed down, did nothing more, and continued to profit from this large customer until Apple bought the baseband chips.
Qualcomm announced its results for the first quarter of fiscal 2024. Revenue for the quarter reached 993.5 billion yuan, an increase of 5% over the same period last year; Net income of 2767 billion yuan, an increase of 24% over the same period last year
Compared with the decline in the previous quarter, Qualcomm's revenue began to rise. Qualcomm's main revenue** is from its core business, namely chip sales and royalties.
In the next few years, a large part of Qualcomm's baseband chip orders will come from Apple, and the larger the shipment of Apple's mobile phones, the higher Qualcomm's profits. It's hard for Qualcomm not to make money.
If you agree with me, please like it and at any time**, comment, share.