There have been rumors that Apple has been working on its own mobile modems for years. They are mainly LTE right now, but 5G is on the horizon and they already specify 6G beyond that. So it's a critical part of the hardware we all use every day, and Apple likes to control all of those parts.
Rumors picked up recently when Apple settled with Qualcomm, the biggest modem producer in the game, and Intel, which I had given Apple modems under the spell, announced that they would get out of business now that the other two had settled .
But that made Intel's fashion portfolio up. And just as Apple once bought PA Semi, licensed ARMs IP, and started making custom A-series chipset for iPhones and iPads, the rumor here is that Apple will buy that modem business, licensing Qualcomm IP, and start making custom modems as well.
To help me sort facts out of the wish idea, I have Ben Bajarin on the line. Principle of Creative Strategies and Founder of TechPinions. Just tap the playback on the video over and watch or listen together.
Apple is a patient company. Their chipset team went from zero to industry leader in just over ten years. Now they are starting to do the same with an AI team.
And when you look at the benefits of bringing in radio technologies internally, along with chipset and machine learning, the efficiency and performance that is possible, at least in my opinion, is too great to ignore.
So if Apple buys Intel's modem business or not, I expect that in a decade will use iPhones, Apple Watches, and perhaps more, with industry-leading modems as well.
But now I want to know what you think. Should Apple get into the fashion business, and if so, should they use Intel as a springboard to do so?