Qualcomm 'Running Out' of Time to Win 5G Modem Orders in 2020 iPhones Amid Legal Battle With Apple

Qualcomm may be running out of time if it wants to supply Apple with 5G modems for its 2020 iPhones as some rumors suggest.

qualcomm iphones
In a research note today, analysts at investment bank Barclays said that while they originally thought Qualcomm had an opportunity to supply the 5G modems to Apple, they now believe that time "seems to be running out" unless the two companies can settle their bitter legal battle in the next few weeks.

Back in November, it was reported that Apple will tap Intel as its 5G modem supplier instead, but Barclays analysts believe that the modem design for 2020 iPhones "needs to be set now," and that the expected late 2019 availability of Intel's first consumer 5G modem "does not work with Apple's timeline."

Apple recently testified that it held conversations with Samsung and MediaTek as potential alternative suppliers, but it's unclear if those companies would be able to meet Apple's production, performance, and cost demands.

Apple is also reportedly working on its own cellular modems, but research and development appears to be in the early stages.

Last week, Intel confirmed that it expects the first consumer products embedded with its 5G chips to be released in 2020, the same year Apple is rumored to release its first 5G-enabled iPhone, enabling faster data speeds.

Popular Stories

iOS 26

6 New Things Your iPhone Can Do in iOS 26.1

Wednesday October 29, 2025 4:22 am PDT by
Apple is about to drop iOS 26.1, the first major point release since iOS 26 was rolled out in September, and there are at least six notable changes and improvements to look forward to. We've rounded them up below. Apple has already provided developers and public beta testers with the release candidate version of iOS 26.1, which means Apple will likely roll out the update to all compatible...
ios 26 1 slide to stop

iOS 26.1 Brings Back 2007 Feature in New Way

Friday October 31, 2025 1:40 pm PDT by
The upcoming iOS 26.1 update includes a small but helpful change for iPhones, and it could prevent you from running late to something important. Specifically, when an alarm goes off in the Clock app, there is a new "slide to stop" control on the screen for turning off the alarm. On previous iOS 26 versions, there is simply a large "stop" button, which could be accidentally tapped. The new ...
iOS 26

iOS 26.1 Coming Soon: New Features for Your iPhone and Release Date

Monday October 27, 2025 7:55 am PDT by
The upcoming iOS 26.1 update includes a handful of new features and changes for iPhones, including a toggle for changing the appearance of the Liquid Glass design, "slide to stop" for alarms in the Clock app, and more. Below, we outline key details about iOS 26.1. Release Date Given that Apple has yet to seed an iOS 26.1 Release Candidate, which is typically the final beta version, the...
M5 MacBook Pro

Waiting for New Macs? Apple Just Shared Bad News

Friday October 31, 2025 7:32 am PDT by
Apple has just given a strong indication that it will not be releasing any additional new Macs for the remainder of the year. Apple's CFO Kevan Parekh dropped the hint during the company's earnings call on Thursday:On Mac, keep in mind, we expect to face a very difficult compare against the M4 MacBook Pro, Mac mini, and iMac launches in the year-ago quarter.Parekh essentially gave a heads up ...
iPhone 17 Pro Cosmic Orange

8 Reasons to Wait for Next Year's iPhone 18 Pro

Thursday October 30, 2025 4:42 am PDT by
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models at the same time, which is why we often get rumored features months ahead of launch. The iPhone 18 series is no different, and we already have a good idea of what to expect for the iPhone 18 Pro and iPhone 18 Pro Max. One thing worth...
maxresdefault

Apple TV 4K Could Still Launch Before 2025 Ends: All the Rumored Features

Monday October 27, 2025 4:51 pm PDT by
Apple is designing an updated version of the Apple TV 4K, and rumors suggest that it could come out sometime in the next couple of months. We're not expecting a major overhaul with design changes, but even a simple chip upgrade will bring major improvements to Apple's set-top box. Subscribe to the MacRumors YouTube channel for more videos. We've rounded up all the latest Apple TV rumors. ...
ipad mini 7 feature blue

OLED iPad Mini: Release Date, Pricing, and What to Expect

Wednesday October 29, 2025 7:13 am PDT by
Rumors are stoking excitement for the next-generation iPad mini that Apple is reportedly close to launching. So what should we expect from the successor to the iPad mini 7 that Apple released over a year ago? Read on to find out. Processor and Performance Apple is working on a next-generation version of the iPad mini (codename J510/J511) that features the A19 Pro chip, according to...
iOS 26

Apple Seeds iOS 26.1, iPadOS 26.1, and macOS Tahoe 26.1 Release Candidates

Tuesday October 28, 2025 1:07 pm PDT by
Apple today provided developers and public beta testers with the release candidate versions of upcoming iOS 26.1, iPadOS 26.1, macOS Tahoe 26.1, tvOS 26.1, watchOS 26.1, and visionOS 26.1 updates for testing purposes. The RCs betas come a week after Apple released the fourth betas. The new betas can be downloaded from the Settings app on a compatible device by going to General > Software...
apple tv hd

Apple Launched Its Big New Vision for TV 10 Years Ago Today

Thursday October 30, 2025 8:58 am PDT by
Apple launched the Apple TV HD, the Siri Remote, tvOS, and their accompanying App Store a decade ago today, marking a major overhaul of the device. The new vision for the Apple TV was unveiled on September 9, 2015 during Apple's "Hey Siri" event in San Francisco, where CEO Tim Cook introduced the device with the statement, "The future of TV is apps." The announcement represented a major...

Top Rated Comments

G5isAlive Avatar
87 months ago
QCOM is screwed.
Actually, I think it's consumers that are screwed. And Apple, but Apple, right or wrong (and I think they are right) in the ongoing dispute, somewhat dug its own grave by not negotiating successfully up front and taking part in this situation at all. But yeah, what this means is Apple may not have 5G in 2020. Doesn't bother me we dont have it now. But 2020? Thats going to be a bitter pill.
Score: 17 Votes (Like | Disagree)
lazard Avatar
87 months ago
lose lose situation. Qualcomm misses out on potential business and Apple is stuck using crappy Intel modems.
Score: 13 Votes (Like | Disagree)
gotluck Avatar
87 months ago
QC has the best modems :(
Score: 11 Votes (Like | Disagree)
CalvinBroadus Avatar
87 months ago
QC modems >>>>>> Intel Modems
They're trolls for sure, but they make some damn good modems. Intel's are crap in comparison.
Score: 11 Votes (Like | Disagree)
69Mustang Avatar
87 months ago
My point is, they should have never burned that bridge.
Maybe they shouldn't have burned that bridge (I personally don't think it's completely burned) generally speaking. But posting they're screwed on this topic implies they're screwed in relation to 5G modem orders. I don't think so. As @rjohnstone noted, they probably didn't factor Apple into their future numbers.

Regarding 5G, I think Apple has a little more to worry about because Intel. Intel never met a product timeline they couldn't conveniently ignore. The readiness of their 5G modem in 2020 has to be taken with a grain of salt. Even if - I doubt it - they managed to hit their 2020 timeline, that pushes their product's market readiness into late 2020 at the earliest. But this is Intel, so we know that means at least end of Q2 2021:D

I'm pretty sure Apple and Qualcomm will eventually come to some kind of detente and find a way to do business.
Score: 9 Votes (Like | Disagree)
rjohnstone Avatar
87 months ago
QCOM is screwed.
How?
Seriously... they supply modems to a large number of other device manufacturers.
I highly doubt they had an Apple order factored into any financial forecasting given the current situation.
Score: 9 Votes (Like | Disagree)