Qualcomm Now Relies on Android as Apple Modems Roll Out

Qualcomm is gradually reducing its dependence connected Apple, arsenic increasing request for premium Android smartphones becomes the main operator of its spot business, according to a caller study from DigiTimes.


Qualcomm's semiconductor arm, known arsenic Qualcomm CDMA Technologies (QCT), seemingly recorded beardown year-over-year maturation successful the 4th fourth of fiscal 2025, led by rising Android instrumentality income and expanding spot contented per device. DigiTimes cited remarks from President and CEO Cristiano Amon, who said that non-Apple QCT gross roseate by 18% during the quarter.

The planetary smartphone marketplace is said to beryllium undergoing a structural modulation toward much advanced, feature-rich devices, with users successful some mature and emerging markets upgrading to higher-end models. This displacement has driven up mean selling prices and boosted request for Qualcomm's flagship Snapdragon processors, which present diagnostic enhanced AI, camera, and connectivity capabilities. Qualcomm's strategy of embedding much worth into devices is present seemingly cardinal to its semipermanent growth, reducing its reliance connected Apple orders implicit time.

The company's deepening concern with Samsung was besides a cardinal factor. Amon said Qualcomm presently provides modems for astir 75% of Samsung's Galaxy smartphones, a important emergence from astir fractional successful earlier years. Some Galaxy models, specified arsenic the Galaxy S25 series, usage Snapdragon modems exclusively.

The update comes arsenic Apple is expected to determination distant from Qualcomm's modem chips implicit the coming years. Apple has been processing its ain in-house 5G modem exertion since acquiring Intel's smartphone modem part successful 2019. The iPhone 16e, iPhone Air, and iPad Pro present incorporate Apple's C1-series customized modems alternatively than Qualcomm chips. Qualcomm antecedently announced that it would proceed to proviso Apple with Snapdragon modems done 2026, but the narration is wide expected to diminish aft that constituent arsenic Apple's ain modems proliferate done its instrumentality lineup.
This article, "Qualcomm Now Relies connected Android arsenic Apple Modems Roll Out" archetypal appeared connected MacRumors.com

Discuss this article successful our forums