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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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Dec 5 9:30 AM EST

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To: Bill Wolf who wrote (195675)	9/20/2025 8:16:24 AM
From: sbfm	7 Recommendations Read Replies (2) of 196851

iPhone 17 Pro Max Teardown Confirms Qualcomm Snapdragon X80 Modem With AI Features and mmWave 5G Support share.google ("Another detail that was pointed out is that the Snapdragon X80 modem features support for mmWave 5G, which is the ultra-fast version of 5G that can perform exceptionally even in crowded places like stadiums and city centers. However, the good news is only limited to users residing in the United States, as the feature is not yet active for the rest of the world. Apple’s own modem does not compete in this regard yet, as the C1X chip only supports sub-6GHz 5G. While such connections travel farther and work better in rural or suburban areas, they cannot match mmWave’s raw speed in the right conditions. Apple is working on a C2 modem for next year’s iPhone 18 Pro models, which could finally bring support for mmWave to the company’s own hardware. This would give the company more control over its products while equally reducing reliance on Qualcomm for modems. Apple’s C2 modem would also be more power efficient, which means that the battery life would stretch further than what Apple claims in the current models. We can also assess that Apple is playing it safe with the launch of the iPhone 17 Pro models by sticking with Qualcomm, while ensuring the best 5G experience available today. Meanwhile, the company is advancing with its own technology in the background for the years to come.") The Supply Agreement ends in 2027 - reports are that the last model year is 2026. That means Apple needs to have a full blown modem by IPhone19 - two model years. Apple has one more year of grace before the training wheels are gone. But, it does look like Q is continuing to advance a thin modem; why would Q continue advancing the TM unless it believes there's a decent shot of Apple business beyond the iPhone 18? (That said, I bet the Supply Agreement obligates Q to continue to advance the TM - IOW, meeting certain benchmarks similar to its full Modem.) Another year of the market not understanding that Q is already raking in Apple $$ which Q said would be gone years ago.

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