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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: waitwatchwander who wrote (195057)	8/2/2025 7:55:58 PM
From: waitwatchwander	3 Recommendations Recommended By GR8FORM manning18 matherandlowell Respond to of 196796

A First Look at How Apple’s C1 Modem Performs With Early Adopters \| Ookla® share.google iOS 18.5 Hints at 5G Advanced Support share.google It certainly looks like 5G Advanced (SA Release 18) is the chasm to be crossed by Apple both in hardware and software.

To: waitwatchwander who wrote (195057)	8/2/2025 10:51:35 PM
From: voop	1 Recommendation Recommended By Lance Bredvold Read Replies (1) \| Respond to of 196796

chatgpt.com Here’s what current coverage and analyst commentary reveal: --- ?? Revenue from Apple modem chip sales to Qualcomm Apple and Qualcomm extended their modem chip supply agreement through March 2027, meaning Qualcomm continues to supply Apple with cellular modem chips until then—including fiscal year 2026 . Qualcomm historically earned about $5.7 to $5.9 billion annually from supplying modem chips to Apple (iPhones) under that agreement . Analysts, such as those at WCCFTech, expect Apple to transition away from Qualcomm gradually: ˜?70% of iPhones using Qualcomm modems in 2025, dropping to ~20% in 2026, and reaching zero use by 2027 . --- ?? Projection for fiscal 2026 and 2027 Using the above mix assumptions: Fiscal 2026: Apple would still use Qualcomm modems in an estimated 20% of iPhones. If annual Apple-modem revenue is ~$5.8?B: Projected Qualcomm revenue from Apple in FY?2026 ˜ 20% × $5.8?B ˜ $1.2?billion. Fiscal 2027 and beyond: Apple is expected to rely entirely on its own modems, so projected Qualcomm revenue from Apple drops to $0 in FY?2027 . --- ? Summary Table Fiscal Year Projected Revenue from Apple Modem Chip Sales FY?2026 Approximately $1.2?billion FY?2027 $0 --- ?? Notes & context These projections assume historical revenue base of ~$5.8 B and linear decline from 70% to 0% share between 2025 and 2027. Qualcomm itself has stated that it expects no revenue from Apple after 2027 . Exact future figures may vary depending on iPhone sales volume, average selling price of modems, and timing of Apple’s internal transition. Qualcomm’s broader strategy is shifting toward expanding its chip business in automotive, IoT, PCs, and data center technologies to compensate for this loss . ---