Kuo believes that Qualcomm will supply 100 percent of chips for the 2023 iPhone models, rather than the company's previous prediction of 20 percent.
“My latest survey indicates that Apple's own iPhone 5G modem chip development may have failed,
so Qualcomm will remain exclusive supplier for 5G chips of 2H23 new iPhones,
with a 100% supply share (vs. company's previous estimate of 20%).” Kuo wrote on Twitter.
Kuo also believes that “Apple will continue to develop its own 5G chips,