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Qualcomm CEO says its new modem creates a 'huge delta' in performance versus Apple

1. Qualcomm's new modem, X85, outperforms Apple's first modem, C1. 2. Amon suggests significant performance gaps between Android and iOS devices. 3. Apple aims to enhance modem technology for future iPhone models. 4. Modems are crucial for AI applications in smartphones. 5. Qualcomm anticipates ending its modem supply to Apple by 2027.

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FAQ

Why Bearish?

The competitive advantage Qualcomm claims over Apple's modem may lead to decreased demand for AAPL products, similar to past instances where tech companies lost market share due to inferior technology.

How important is it?

The article highlights Qualcomm's technological edge over Apple, which is crucial for iPhone sales.

Why Long Term?

As Qualcomm expands its modem capabilities, Apple's competitive position may erode, impacting sales and market perception long-term.

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