Leaks around Apple's iPhone 14 launch may have got one critical detail wrong...
"Rumored TSMC's iPhone 14 orders cut by 10% is not aligned with my survey. I currently maintain my 2H22 shipment forecast for iPhone 14, about 100 mn [million] and 90 mn units for components and EMS, respectively."stronger in China"My latest survey indicates that some Chinese distributors/retailers/scalpers have to pay the highest prepaid deposit ever for iPhone 14 to ensure a sufficient supply...
After multiple high profile litigation lawsuits between Apple and its primary supplier Qualcomm, the two companies signed ain 2019. Apple also bought Intel's smartphone modem business with the aim of phasing out Qualcomm modems over the next few years. Since then, every iPhone has been rumored to debut Apple's first in-house 5G modem.
That said, history shows that the more Apple controls of its hardware, the closer it can integrate silicon and software and the better the user experience. Apple will be unable to differentiate the performance of its early modems from Qualcomm modules , but Apple fans can expect to see significant benefits once the company takes full control.
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