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Apple extends its Qualcomm 5G modem contract one more yearapple qualcomm modem disaster1 year ago
Published February 1, 2024 by Philip Elmer-DeWitt

Apple extends its Qualcomm 5G modem contract one more year

"I continue to think that Apple’s attempts to create its own 5G modem are a disaster area." — Radio Free Mobile's Richard Windsor

Read More Apple extends its Qualcomm 5G modem contract one more year

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Morgan Stanley: Apple is still under-owned by institutional investorsapple morgan stanley underowned2 years ago
Published November 29, 2023 by Philip Elmer-DeWitt

Morgan Stanley: Apple is still under-owned by institutional investors

But Microsoft is even more so. Most over-owned: Meta, Qualcomm and Intel.

Read More Morgan Stanley: Apple is still under-owned by institutional investors

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Apple's modem project and the mythical man-monthapple modem brooks law2 years ago
Published November 17, 2023 by Philip Elmer-DeWitt

Apple's modem project and the mythical man-month

"Adding manpower to a software project that is behind schedule delays it even longer." — Brook's law

Read More Apple's modem project and the mythical man-month

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WSJ: Apple modem chip failapple modem chip fail2 years ago
Published September 21, 2023 by Philip Elmer-DeWitt

WSJ: Apple modem chip fail

“Just because Apple builds the best silicon on the planet, it’s ridiculous to think that they could also build a modem,” — former Apple wireless director…

Read More WSJ: Apple modem chip fail

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Apple and Qualcomm's unhappy marriage continuesapple qualcomm unhappy marriage2 years ago
Published September 12, 2023 by Philip Elmer-DeWitt

Apple and Qualcomm's unhappy marriage continues

"The minute Apple can chuck Qualcomm’s things out of its house, it will."

Read More Apple and Qualcomm's unhappy marriage continues

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Qualcomm demo at CES one-ups Apple's SOS system (video)apple qualcomm sos chat2 years ago
Published January 6, 2023 by Philip Elmer-DeWitt

Qualcomm demo at CES one-ups Apple's SOS system (video)

The new chip, thanks to a partnership with Iridium, is said to allow casual texting as well as SOS calls.

Read More Qualcomm demo at CES one-ups Apple's SOS system (video)

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Apple, look what Qualcomm showed off yesterdayapple Qualcomm ar glasses3 years ago
Published November 17, 2022 by Philip Elmer-DeWitt

Apple, look what Qualcomm showed off yesterday

The glasses are vaporware, for sure, and those cameras are gross. But...

Read More Apple, look what Qualcomm showed off yesterday

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Apple and Qualcomm: Still joined at the hipapple qualcomm joined hip3 years ago
Published November 4, 2022 by Philip Elmer-DeWitt

Apple and Qualcomm: Still joined at the hip

From Dan Gallagher's "Qualcomm’s Longer Life With Apple Comes at a Cost" in Friday's Wall Street Journal.

Read More Apple and Qualcomm: Still joined at the hip

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Ming-Chi Kuo: Apple is stuck with Qualcomm's 5G modemapple modem failed kuo3 years ago
Published June 28, 2022 by Philip Elmer-DeWitt

Ming-Chi Kuo: Apple is stuck with Qualcomm's 5G modem

Qualcomm's shares soared more than 3% on Kuo's report that Apple's 5G modem development may have bombed.

Read More Ming-Chi Kuo: Apple is stuck with Qualcomm's 5G modem

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SCOTUS declines to upset the Apple cartapple cart scotus qualcomm3 years ago
Published June 27, 2022 by Philip Elmer-DeWitt

SCOTUS declines to upset the Apple cart

From Blake Brittain's "U.S. Supreme Court won't hear Apple's bid to revive Qualcomm patent challenges" posted Monday.

Read More SCOTUS declines to upset the Apple cart

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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