According to a recent report in Taiwan's Electronic Times, Apple intends to purchase 5G baseband chips from Qualcomm and Samsung Electronics, but they refuse to do so.
Previously, we had discussed the supply of 5G baseband chips for the iPhone in 2020. Almost none of the options available to Apple is ideal.
In the face of Apple's purchasing intentions, Samsung has given the reason that its capacity is insufficient. Samsung's Modem 5100 chips are too tight to supply Apple's first 5G handsets, according to a new report in the Electronic Times today. Because Samsung is in a strong position to negotiate with Apple, let alone Samsung has all kinds of reasonable reasons to refuse, even if the two do cooperate on 5G baseband chips, Apple will face harsh commercial terms.
Qualcomm currently has a radical 5G layout and basically set its future goals, but the two companies have been litigating over patent infringement for many years, and recently Apple was awarded $31.6 million in compensation for a new patent infringement case.
In addition to Qualcomm and Samsung, Huawei is one of the leading companies in 5G technology. At present, Huawei has the ability to mass produce commercially available 5G baseband chips. However, for various reasons, Huawei should not choose to sell chips for profit. At present, Huawei's 5G chips are only available for its own products.
Before that, Apple had sought to solve Intel's 5G problem, but it was not going smoothly. Intel's baseband performance is far inferior to Qualcomm's, which also leads to the problem that the iPhone XS/XR has been criticized since it turned to Intel's baseband. However, with the development of 5G technology, Intel has also released less results. It is estimated that it will pay a huge price to reach the demand of large-scale application of Apple in the iPhone by 2020.
Meanwhile, Apple is developing its own 5G baseband, but it's still some time away from the solution. In 2019, Android has entered the 5G camp, and Apple's 5G mobile phone will not be seen until 2020 at the earliest, which is still an optimistic estimate. With the acceleration and popularity of 5G networks, the first battle of 5G mobile phones will start soon, and Apple may be absent.