Qualcomm Expects Apple Modem Revenue to Drop Faster Than Expected

I really don’t understand the rumors that say Apple is going to use Qualcomm in their domestic-model iPhones and C2 internationally… could someone shine a light on that beyond “a rumor said,” because it makes no sense. Maybe I’m missing something?

Apple C modems currently are only Sub-6 and have no mmWave capabilities. Countries outside of the US have not adopted mmWave infrastructure. It’s no point to use Qualcomm model outside the US. Why pay fees for a technology people have no access to.

Would not surprise me if Apple went all in on its own modems. That is in keeping with their philosophy of controlling development on their timeline, much like they do with ARM chips.

More than just development on their timeline, controlling the integration with the remaining device and software to do what they want versus what a manufacturer offers.

Would not surprise me if Apple went all in on its own modems. That is in keeping with their philosophy of controlling development on their timeline, much like they do with ARM chips.

More than just development on their timeline, controlling the integration with the remaining device and software to do what they want versus what a manufacturer offers.

Exactly. They control the whole process and can tightly integrate the software and hardware development to produce better products.

Even if Apple uses Gemini for some Siri AI features, that does not mean Siri is simply "Gemini with an Apple logo."

Just look at what happened with Microsoft. Copilot started by using OpenAI's GPT models, so the foundation was the same technology behind ChatGPT. But over the years, Microsoft continued improving it, adding its own systems and developing more of its own AI technologies. Today, Copilot is not just ChatGPT with a different name.

If you ask Copilot itself, it often states that its knowledge goes up to June 2024, but at the same time it can also use web information and Microsoft services, so it is not relying only on the original model.

Samsung is following a similar path. Galaxy AI uses Gemini for some features, but Samsung is also developing and integrating its own AI technologies. Nobody would say Galaxy AI is simply "Gemini with a Samsung logo."

In the AI world, it is normal to start from existing technology, use it as a foundation, and then build your own system on top of it. Apple can do the same: use Gemini where it makes sense, while continuing to develop its own AI with its own models and technologies.

Plus Apple distilled the Gemini models and made it their own. Like Deepseek and Chinese models do with ChatGPT and Claude. It’s a different product entirely

Except when it comes to cutting-edge technology like AI 😉

Even if Apple uses Gemini for some Siri AI features, that does not mean Siri is simply "Gemini with an Apple logo."

Just look at what happened with Microsoft. Copilot started by using OpenAI's GPT models, so the foundation was the same technology behind ChatGPT. But over the years, Microsoft continued improving it, adding its own systems and developing more of its own AI technologies. Today, Copilot is not just ChatGPT with a different name.

If you ask Copilot itself, it often states that its knowledge goes up to June 2024, but at the same time it can also use web information and Microsoft services, so it is not relying only on the original model.

Samsung is following a similar path. Galaxy AI uses Gemini for some features, but Samsung is also developing and integrating its own AI technologies. Nobody would say Galaxy AI is simply "Gemini with a Samsung logo."

In the AI world, it is normal to start from existing technology, use it as a foundation, and then build your own system on top of it. Apple can do the same: use Gemini where it makes sense, while continuing to develop its own AI with its own models and technologies.