Apple's (AAPL) plans to develop its own 5G modem could pose a significant risk to Qualcomm, Seeking Alpha analysts argue.

Analyst Ming-Chi Kuo posted on X that in the second half of 2025, Apple will use its own Wi-Fi chip in new products, ditching ...

Despite Qualcomm's strong Q4 results and new $15 billion stock repurchase authorization, the risk from Apple's modem ...

The iPhone SE 4 that's set to come out early next year is expected to debut Apple's first in-house 5G modem, according to ...

Chip designer Qualcomm on Wednesday forecast sales and profit in the current quarter would exceed Wall Street estimates as ...

Apple's next-gen iPhone 17 is poised to break new ground with cutting-edge, in-house developed chips, as revealed by industry ...

While Qualcomm's current outlook topped Wall Street expectations, investors are still trying to gauge how quickly its revenue stream from Apple will fade. Apple is working on its own modem chips, and ...

In addition to launching its own Wi-Fi + Bluetooth chip on next year's iPhone 17 line, Apple's own 5G modem is also expected ...

Apple has been working on a custom Wi-Fi chip for years now. It seems we might see the results of this hard work in next year ...

Apple is working on its own modem chips, and Qualcomm has warned investors that the iPhone maker will stop using its chips at some point. While Qualcomm has a deal to keep selling chips to Apple ...

Following reports earlier this month that Apple is planning to use its own 5G modem in the ... will use its own Wi-Fi chip in new products, ditching the chip created by Qualcomm.