On Wednesday, Apple introduced its first in-house modem chip, called “C1,” which is designed to connect iPhones to wireless data networks, reducing its dependency on Qualcomm chips. This new chip is central to the $599 iPhone 16e, which was also unveiled that day. Apple executives told Reuters that these custom chips will be integrated into more of their products in the future, though they provided no specific timeline for this expansion. Reuters: ‎ The chips are part of a new collection of components Apple calls the C1 subsystem. A subsystem houses key components like processors and memory. The iPhone 16e, which will feature the same A18 processor chip as the rest of its iPhone 16 lineup, has the best battery…

iPhone SE 4 dummy units (image: Sonny Dickson via X) Apple’s forthcoming iPhone SE4 is expected to perform slightly better than previous SE models, according to TF International Securities analyst Ming-Chi Kuo. Ming-Chi Kuo via X: ‎ Phone SE4 is expected to ship around 12M/10M units in 1H25/2H25, performing slightly better than previous SE models (typically shipped near 20M units annually after launch). Not only does this help smooth out the usual seasonal dip in shipments, but it also boosts the adoption of Apple Intelligence devices. One key feature worth noting is Apple’s in-house modem. Once the model launches, Qualcomm will look into its modem patents, as they believe they might be able to collect some licensing fees to make…

Apple is likely to sell over 20 million iPhone SE 4 units this year, making it the most popular ‌iPhone SE‌ model ever, according to Apple analyst Ming-Chi Kuo. In a new post on X, Kuo said that the fourth-generation ‌iPhone SE‌ is expected to see shipments of approximately 12 million in the first half of 2025 and 10 million in the second half of 2025–which is apparently better than previous ‌iPhone SE‌ models. The new device will reportedly reduce the impact of lower iPhone shipments at this time of year, as well as "accelerate the penetration of models that support Apple Intelligence." Kuo also noted that the ‌iPhone SE‌'s custom modem may be the source of patent litigation from…

NUVIA Inc co-founders John Bruno, Gerard Williams III and Manu Gulati pose at the company’s Santa Clara, California headquarters, U.S., in this undated handout photo released on November 15, 2019. Courtesy NUVIA Inc/Handout via REUTERS In a legal proceeding, lawyers for Arm and Qualcomm questioned a former Apple executive on Tuesday regarding a central issue for the chip industry’s future: ownership of intellectual property developed using Arm’s computing architecture. Tom Hals for Reuters: ‎ At stake in a trial in U.S. federal court in Delaware this week is the fate of Qualcomm’s push into the laptop business, where it is helping partners such as Microsoft try to regain ground that Windows computers lost to Apple after the iPhone maker introduced…

A 5G MacBook might finally be on the horizon thanks to Apple's plans to introduce its own cellular modem in 2025. (via Cult of Mac - Apple news, rumors, reviews and how-tos)

GlobalFoundries, the world’s third-largest contract chipmaker, has raised its fourth-quarter revenue forecast, exceeding Wall Street expectations. This positive outlook is driven by a resurgence in demand from smartphone manufacturers, including Qualcomm, a key supplier for Apple’s iPhones. The news has sent shares of GlobalFoundries soaring nearly 10% in premarket trading. Reuters: ‎ Qualcomm, a major supplier to Apple and one of GlobalFoundries’ largest customers, is anticipated to benefit from the expected demand for AI-enabled iPhones from Apple during the upcoming holiday season. The company expects fourth-quarter revenue to be between $1.80 billion and $1.85 billion, compared to estimates of $1.80 billion, according to data compiled by LSEG. GlobalFoundries, majority-owned by Abu Dhabi’s sovereign wealth fund Mubadala Investment Co, reported revenue…