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

QCOM 170.90

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Nov 7 9:30 AM EST

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From: sbfm	11/2/2025 12:03:29 PM
	6 Recommendations Recommended By Dr. John JeffreyHF Jon Koplik Lance Bredvold matherandlowell and 1 more member Read Replies (2) of 196554

Apple’s Next In-House 5G Modem - The C2, Will Use An Older Manufacturing Process From TSMC Next Year, Unlike The A20 & A20 Pro wccftech.com "Despite Apple reportedly securing over half of TSMC’s initial 2nm supply, this technology will not be reserved for the C2 5G modem. Instead, Commercial Times reports that the Cupertino firm will use the 4nm ‘N4’ node for its upcoming baseband chip. Keep in mind that the C1 found in the iPhone 16e is also fabricated on the older 4nm process, suggesting that there is little need to switch to the latest and greatest 2nm variant for this category. "why is Apple relying on an older manufacturing process? TF International Securities analyst Ming-Chi Kuo had chimed in previously, stating that cutting-edge modems are not the most power-hungry components in a smartphone. "He also mentions that the investment return on developing in-house modems is not high, and Apple switching to an advanced lithography does not necessarily mean higher transmission speeds. However, one advantage that C2 will have over C1 and C1X is that it is reported to support both mmWave and sub-6GHz 5G networks, meaning that just a single difference can introduce a massive speed upgrade." Apple here is apparently acknowledging that Q's IP is power efficient, that Apple's customers dont care about the fastest modem, the best available coverage or fast city use, and that the C1 was old inferior tech. Proving once again that Apple's customers have been trained that good enuf is good enuf. All those billions - and future billions - plus royalties, just to be good enuf.

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