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Apple may be moving faster than expected in its modem development work, and Qualcomm's latest comments suggest that shift is already reshaping the iPhone supply chain.
Qualcomm overnight said supply constraints are shrinking some of its Apple business faster than anticipated. "It's availability of supply," CEO Cristiano Amon told Reuters.
While he wasn't specific, that likely reflects the broader industry shortage in memory, storage, and everything else and means the company's share of components used for the next iPhone launch will fall "well below" its anticipated estimates. Amon says this is part of a transition in which future Qualcomm income will be generated by AI datacenter demand.
The company also intends to boost modem prices on Sept. 1 (And remember, the patent licensing agreement between Apple and Qualcomm expires in March 2027.)
Given Apple is selling plenty of smartphones (even as the broader industry shrinks), supply constraints won't necessarily be because of demand for the devices; this could reflec
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 The FCC this week banned all new "foreign-produced advanced robotic devices" because of an "unacceptable risk to the national security of the United States." The government says networked robotic systems lead to vulnerabilities that allow bad actors to control the devices and collect surveillance data from Americans.
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Meta is continuing its push into agentic AI assistants.
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The future of artificial intelligence depends on finding more skilled humans for some very physical jobs.
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 Memory prices have doubled, Macs and iPads have gone up, and iPhones are expected to follow. Ed Zitron - who writes the Where's Your Ed At newsletter, hosts the Better Offline podcast, and has been described by Politico as the AI boom's most "acerbic gadfly" - has spent years arguing the buildout driving those costs will never pay for itself.
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