New headline: The supply relationship between Apple and Qualcomm will last until 2026, and the road to 5G self-research is still long.

The 5G modem supply agreement between Apple and Qualcomm has ushered in new progress. It was previously predicted that Apple would launch its own 5G modem in 2024 to reduce its reliance on Qualcomm. However, according to the latest news announced by Qualcomm on its official website, this prediction seems to need to be revised

It is understood that the cooperation between Apple and Qualcomm began in 2019, when a multi-year 5G modem and radio frequency system supply was signed. The agreement resolved the patent dispute between the two parties. The original agreement included a six-year patent license with a two-year extension option. However, the latest news shows that Apple and Qualcomm have reached a new agreement to supply Qualcomm’s Snapdragon series 5G modem and radio frequency systems for Apple’s iPhones in 2024, 2025 and 2026

If Apple keeps the iPhone naming pattern for the next 3 years, Qualcomm will continue to provide it with 5G modems and radio frequency systems until iPhone 18. In addition, the upcoming iPhone SE will also use this chip from Qualcomm

Although there were previous rumors that Apple planned to develop its own 5G modem to reduce its reliance on Qualcomm, judging from this latest agreement, Apple has It will take many years to develop 5G modem applications. This may also mean that self-research is not progressing smoothly. Although Apple began to develop self-research 5G modems in 2019 and accelerated progress by acquiring Intel's smartphone modem business, it will still take some time to fully apply it to the iPhone.

Taken together, the cooperation between Apple and Qualcomm continues in the 5G field. Although Apple intends to develop its own 5G modem, Qualcomm will still be one of its key partners in the next few years to provide iPhone Provide stable 5G performance.

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