AAPL · News · 20260915N

Modem Business Transition

Apple Inc. · 2026-09-15 · Importance 40 · Surprise 42

Apple is shifting modem development in-house, reducing its reliance on Qualcomm for mobile connectivity components. The transition is described as affecting Qualcomm’s Apple-related revenue while Qualcomm seeks diversification through a potential Amazon AI-infrastructure relationship. The change represents a product-technology transition with implications for Apple’s component control and supplier concentration.

Key facts

• Article states "as Apple shifts its modem development in-house," indicating Apple is transitioning modem development away from external suppliers. source