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Qualcomm shows Apple’s modem transition is almost complete
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The United Nations attempt to regulate AI could complicate enterprise compliance – Computerworld
Apple may be moving faster than expected in its modem development work, and Qualcomm’s latest comments suggest that shift is already reshaping the iPhone supply chain.
Qualcomm overnight said supply constraints are shrinking some of its Apple business faster than anticipated.
“It’s availability of supply,” CEO Cristiano Amon told Reuters.
While he wasn’t specific, that likely reflects the broader industry shortage in memory, storage, and everything else and means the company’s share of components used for the next iPhone launch will fall “well below” its anticipated estimates.
Amon says this is part of a transition in which future Qualcomm income will be generated by AI datacenter demand.