Apple analyst Ming-Chi Kuo released some interesting information on Twitter today. Kuo said that his latest supply-side surveys are indicating that Apple has been unable to develop a custom 5G modem of its own, in time for the 2023 iPhone series (iPhone 15).
Due to the apparent development delays, Kuo believes that Apple will resort to using Qualcomm modems for the 2023 iPhones once again. Previously, Qualcomm executives had warned investors that it expected to lose up to 80% of the Apple business by 2023, as Apple planned to use its own chips instead.
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