Qualcomm Expects Apple to Ditch Its Modems for the Next iPhones

CFO George Davis made prediction on analyst earnings call
Apple could use competing modems from Intel, MediaTek instead

Microprocessors sit on a circuit board displayed on the NXP Semiconductors NV pavilion at the Mobile World Congress in Barcelona, Spain, on Monday, March 2, 2015.Photographer: Simon Dawson

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By Mark Gurman and Ian King

July 25, 2018 at 9:45 PM UTC

This article is for subscribers only.

Qualcomm Inc. Chief Financial Officer George Davis said Apple Inc. likely won’t use its cellular modems in the next iPhones, cutting the chip maker out of one of the consumer electronics industry’s best-selling products.

In prepared remarks during an earnings call with analysts Wednesday, the CFO said Qualcomm expects Apple to use a competitor’s modem in the new iPhones and will only use Qualcomm’s modems in older models.