This development is expected to create a lot of pressure on Qualcomm. The recent move to Intel has become possible as Intel modems now support both CMA and GSM, which would allow iPhones to use Intel chips and work on all major networks.
It’s worth noting that KGI doesn’t rule out the return of Qualcomm in future; this could happen probably after some concessions in the lawsuit settlement. This could also happen as Intel might not be ready for the 5G wave on time.
With iPhone X, Apple has already started this transition; some iPhone X models are already shipping with Intel’s XMM7480 models. However, benchmarks have suggested that models with Qualcomm’s Snapdragon X16 modem showed better LTE performance.
In another prediction, Kuo has stated that the new 6.1-inch LCD model could turn things around and act as an ointment after iPhone X’s dismal sales. As per the report, far more affordable and edgeless 6.1-inch model could result in the iPhone super cycle. It perfectly makes sense as there are tons of users who wish to upgrade to a newer, fullscreen design but they aren’t willing to spend $999 for an upgrade.
If these predictions turn out to be true, Apple could break existing sales and revenue records with 6.1-inch LCD models and outsell the newer OLED models.
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