- cross-posted to:
- apple@hardware.watch
- cross-posted to:
- apple@hardware.watch
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Apple, secretly working on their own standards for iWi-Fi for ten x data rates.
I have no idea, but I suspect the hard thing about making a modern modem is not so much making it, but making it without infringing on a bunch of patents and copyrights.
If true this is really bad news.
Wow, they hired a ton of people and acquired Intel’s modem business in the hopes of having their own modem. That’s an expensive experiment
There’s a reason Intel exited in the first place. Had they been successful, it would’ve been a business worth tens of billions of dollars. They exited and Apple wanted to try because the money to buy the business for Apple is chump change.
They could even acquire TSMC if push came to shove. Their large cash holdings gives Apple so much strategic leverage.
They could even acquire TSMC if push came to shove. Their large cash holdings gives Apple so much strategic leverage.
You realize that TSMC is way bigger than Apple, right? Apple’s entire current cash reserves would be enough to buy 1% of the company.
At current market caps TSMC is just over 1/6th the size of Apple
Non issue though because that would never make it past antitrust
You realize that TSMC is way bigger than Apple, right?
By market cap, Apple is significantly larger than TSMC
Uhhhh no, Apple would not be able to acquire TSMC
Yeah no the Taiwanese government would never allow it.
It’s totally pathetic that even after buying an entire other modem company they couldn’t even do what Huawei was able to do under sanctions by the entire western world. Huawai’s 5G modem, built on an inferior 7nm process, has been tested to outperform Qualcomm’s. Why are apple engineers so incompetent?
More like a sabotage attempt by Intel
Wut?
Damn. How hard is to create a 5G modem that both Intel and Apple could not make it work?
The main issue is carrier relationships. Not patents.
The modem is not the hard part, not easy either. But having enough engagement with carriers worldwide to support all the use cases in terms of infrastructure combinations. The validation process for that is extremely expensive. That is one of the value propositions Qualcomm offers to the customers of their chipsets; they basically take care of all that headache for the phone vendor/integrator if they just go with their chipset (android) or modem (apple).
This is why the most successful modem companies (Qualcomm Huawei) either also offer a lot of infrastructure products themselves or have very strong connections with infrastructure manufacturers like Ericsson and Nokia (Samsung, Mediatek).
From the HW perspective, the issue is not the modem itself, but all the supporting chipset specially the antena/RF elements. Which in 5G involve a lot of beam “herding” whose power is hard to scale and are not that easy to manufacture. Also there are lots of thermal issues with those antenna elements.
Apple does not have, currently, the corporate culture for that type of engagement. Because they got a very good technical team from intel, but not the other side of the equation in terms of telco carrier infra engagement.
Because they got a very good technical team from intel, but not the other side of the equation in terms of telco carrier infra engagement.
Even if the carrier-side of things are true (mostly), the Intel-division was everything but stuffed with competence, as they struggled hard on anything wireless mobile/modem. Their 3G were a hot mess, LTE was even worse and drained batteries trice as fast as Qualcomm’s modems (while delivering half the throughput) and no-one wanted the stuff.
Apple went to Intel only to have negotiating-power towards QC and Intel never even came close to anything 5G, despite claiming the exact contrary (outright lying for years and promised Apple jam tomorrow) and with that, bringing Apple in a VERY tough and costy spot towards Qualcomm.
Apple literally had billions to pay for Intel’s feigned competence (read: incompetence), only to crawl back to Qualcomm. They likely never would’ve engaged in any legal disputes with Qualcomm, if they weren’t assured by Intel they could make some 5G and finally ditch/avoid Qualcomm’s license-fees by sporting Intel-modems.
Intel amassed over $20B of debts on their mobile wireless-division for a reason before ditching it to Apple.
Intel also never made a single cent of profit since their modem-business was outright uncompetitive to begin with when Apple was always their only lone customer and Intel even needed to pay Apple to equip their modems (on LTE that is; Motorola got paid about $380M to equip Intel’s UMTS-modems IIRC on 3G).So to picture Intel’s Mobile & Wireless-division as IF they’d be even remotely competent as that of Qualcomm, Huawei, Samsung, HiSilicon, MediaTek and others is giving way too much credit to them to say the least.
Also, that has nothing to do with Infineon. Since when Intel bought it from German Siemens, it was profitable.
It was Intel’s typical in-house incompetence and outrageous impertinent style which made them claim they could do anything modem for the better part of a decade, while constantly failing along the way.
Their infamous toxic work-environment may have been another nail on the coffin though.
It’s very hard analog design
It has a lot more to do with the modern patent system becoming weponized
But Apple has a cross licensing agreement with Qualcomm
Everything I have heard about it is that it is insanely complicated. You have to deal with different radio frequencies and communicating with the right one properly and reliably. I think that Apple thought that since they did an excellent job designing their own chips, that modems would be a cinch but this has proven to not be the case at all.
It’s not that they can’t make a 5G modem, they can, it’s just that it won’t be as good as the Qualcomm modems Apple is already licensing. Qualcomm is the gold standard for modems, and when manufacturers use someone else, like Google’s Pixel using Samsung’s modems, you get tons of complaints about lower battery life/abnormal heat, and poor reception.
The modem they come out with might be good for web surfing but what about what our kids/grandkids will being doing with it when they are our age? We tend to think that today’s wireless technology will be good enough for tomorrows applications. I doubt it and not sure Apple has the wireless chops to keep pace with Qcom
Speak with qualcomm
Qualcomm has spent billions in R&D and development of 5G. They bought patients here and there but most have been developed in house. It isn’t easy, or cheap.
Mediatek, Samsung, and Huawei also have their own modems.
Samsung has 1 5G modem that they keep re-releasing
Patients? Someone got sick/injured?
Animal friendly testing.
So they used humans. Smart move I say
So no 5g MacBooks then?
I wonder if Apple would ever give an official statement that this has happened.
Pretty hard thing to do. Intel failed to make one that works correctly.
I assume that Apple will continue buying modems from Qualcomm or is there another vendor (excluding Huawei)?
They also buy modems from Samsung, depending on the region
Since when? I’ve never read that anywhere
Qualcomm stock goes brrrr
Wonder what Google is doing for the Pixel 10.
Qualcomm, Samsung and Mediatek are there only options.
Mediatek is not a real option for the US. I’ve never seen even one mediatek flagship get sold in the US they’re all budget models
There are 4 companies in the world that make 5G modems:
Qualcomm.
Samsung.
Mediatek.
Huawei.Don’t forget Broadcom. Apple actually just signed a deal with them to be the sole provider of modems for their phones. I recently started working for them.
That’s everything Wireless except the 2G/3G/4G/5G part. So what you are referring to is WiFi, Bluetooth, NFC, etc.
didn’t nokia make 5g stuff too?
5G modems:
Qualcomm.
Samsung.
Mediatek.
Huawei.
For UE’s. Other companies make the big antenna equivalents used in BTSes.
feels like only Qualcomm & Huawei among the 4 that is well ahead of everyone else.
- Unisoc, GCT, Sequans, ASR Micro, Sony Semiconductor.
- Huawei
goes to show you how insanely strong Huawei is I hope they come back , I miss their phones but without google services I can’t buy one
That’s truly unfortunate that this modem quagmire on iPhone will continue to persist, even after Apple gobbled up what started it in Intel’s modem unit.
We in Africa will not be happy about this particular development.
Why?