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RF and Wireless

Apple's Internal Devlopment of 5G Basebands: Impact on Qualcomm




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Report Summary:

Apple is developing its own 5G baseband for the use in its future iPhones, iPads, wearables and other devices.  The company acquired Intel's 5G modem business in 2019 to accelerate its internal modem development effort. How does Apple's internal 5G modem development effort affect its 5G modem supplier Qualcomm's business in the short-to-long term? How much revenue is at stake for Qualcomm? What is Apple's contribution to Qualcomm's modem business in terms of shipments? Is Qualcomm prepared?



Table of Contents

Executive Summary
Analysis
Implications

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5G

How do you make a return on the large investments into mobile infrastructure required for 5G? How do you meet consumers requirements for a better service whilst being sensitive to price changes? And how do vendors present their value proposition to gaining a worthwhile share of the market?

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