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Tenbagger2024

@Tenbagger2024

1Lun·

Apple's 5G modem is said to be worse than Qualcomm's.

It remains exciting with the eternal rivals $AAPL (+0,02 %) and $QCOM (+2,2 %)

Perhaps Qualcom should launch its own cell phone and notebook on the market. What is your opinion on this?

Also $1810 (-1,35 %) Xiaomi is focusing more and more on its own products, is Qualcomm still interesting for you?

Apple is to replace Qualcomm's 5G modems with its own from 2025. According to a report, Apple's modem will be slower, among other things.

According to a media report, Apple's self-developed 5G modem with the internal name Sinope will be less powerful in many functions than current top modems from Qualcomm. As the usually well-informed journalist Mark Gurman from Bloomberg reports, Sinope is said to achieve a downlink of 4 Gbps in laboratory tests.

For comparison: Qualcomm's X80 modem, which is installed in the new Snapdragon 8 Elite SoC, achieves a maximum downlink value of 10 Gbps.

Unlike Qualcomm's X80 modem, Sinope will also not support mmWave, but only the Sub-6 standard. This could lead to problems, especially in the USA, one of Apple's most important markets, as mmWave is often used in large cities there.

According to Gurman, Sinope will only use 4-carrier aggregation, as opposed to the 6- or 8-carrier aggregation used by Qualcomm. The higher the carrier aggregation, the higher the network capacity and correspondingly the higher the speed for users. In return, Apple's modem should achieve better radiation values and facilitate satellite communication. Dual SIM standby is also to be made possible.

Apple's modem development is said to be plagued by problems

Apple has been trying for years to develop its own 5G modem in order to become less dependent on Qualcomm. With its own SoCs, Apple has been setting standards in the smartphone market for years (and now also in the PC market), but the company is still dependent on its long-standing partner Qualcomm for modems.

There are said to have been numerous problems in the development of the modem. Among other things, the prototypes developed so far are said to have been too slow or too inefficient.

However, Apple does not appear to be deviating from its plan to install its own modem in its devices. The first version is to appear in the iPhone SE 4, a smartphone that is not one of the top iPhones.

https://www.golem.de/news/sinope-apples-5g-modem-soll-schlechter-sein-als-qualcomms-2412-191515.html

32 Comentarios

ThemenmitKopf@topicswithhead

1Lun

That will happen and also fits in with my thesis that white label products will be used less. In-house or co-production is the future, so I'm curious to see how all the chip designers will develop.

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Tenbagger2024@Tenbagger2024

1Lun

@topicswithhead
Well, the example of the automotive industry shows that a lot of suppliers are used here.
The graphic showing how many suppliers are involved in the iPhone has often been shared here.
Be it $6088 $JBL etc.
Why do you think they started developing their own chips and modems years ago when Qualcomm's quality is top notch?
Did it arise from a rivalry?
Is it due to Corona and the shortage?
Or can you produce cheaper yourself?

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ThemenmitKopf@topicswithhead

1Lun

@Tenbagger2024 I think it's above all the knowledge that you learn from why you're doing this. I think the ecosystem is becoming more complete and can be even better coordinated with each other, with production and so on at the same or even lower prices. For precisely this reason, I still believe that the industry should move even more in this direction. That doesn't necessarily speak against Qualcom, but it does mean that the process needs to be more personalized.

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Tenbagger2024@Tenbagger2024

1Lun

@topicswithhead
Samsung has always done this.
And wouldn't it be worthwhile for Qualcom to produce its own hardware given its expertise. I think Qualcomm smartphones could do well on the market.

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ThemenmitKopf@topicswithhead

1Lun

@Tenbagger2024 I don't think it's hardware. Samsung has been doing this for a long time, but not at all well. It's really embarrassing what they're doing. No commitment but also no professionalism at management level. It's just because of these strange Asian corporate structures. It's no different with LG and co. Huawei did it well very early on, I don't know how it is now, Apple is doing it almost completely, Google is starting with it and ... It would be smarter for Qualcom to further develop the Snapdragon series, simplify co creation and build a platform like Arm, for example. Blue print's builds are certainly something that is needed more and more often. My arm itself is a good example, but they don't do everything yet and are absurdly priced. The same applies to broadcoam. They all have it, but it's more of an imposition rather than a voluntary thing that you can build your own version of

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Tenbagger2024@Tenbagger2024

1Lun

@topicswithhead
Okay, the sector remains exciting. Certainly also volatile. You can see from Intel how quickly you can be overtaken. It will also be exciting to see where Nvidia's journey takes it.

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ThemenmitKopf@topicswithhead

1Lun

@Tenbagger2024 Intel is something else. Intel also has a lot to do with having false pride. Everyone has given up their foundieries business except them. That's because of the cap ex and the knowledge you need, but also because it's just hard to get orders from the competition. I wonder why?😉
I have already discussed Nvidia a lot with @Soprano. I also believe that you have to go in here in the long term, but on the other hand, the breadth of the other product range is quite astonishing. In spite of everything, there are some who are looking at using gpus but don't have to and are already building Tpus or co. Despite everything, you can now clearly see that Nvidia is the clear market leader.

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Tenbagger2024@Tenbagger2024

1Lun

@topicswithhead
At Nvidia, I am incredibly fascinated by how skillfully Jensen Huang uses the enormous free cash flow. How they are increasingly investing in small start-ups as well as big players. How tirelessly this man travels the world and does business. Be it in the Philippines or a deal with Siemens. Recently there was a photo with Jensen Huang and the Softbank CEO. I don't think a day goes by when you don't read something new about Nvidia.
I have the impression that they are developing more and more into an investment company in terms of Ia.
For me, Nvidia will remain a big player for the next few years.

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ThemenmitKopf@topicswithhead

1Lun

@Tenbagger2024 safe but what I mean is a project for 1-3 and 5-10 years. Nvidia being overtaken out of nowhere is not going to happen just like that.

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Tenbagger2024@Tenbagger2024

1Lun

@topicswithhead
Above all, Jensen Huang knows that the competition will catch up, which is why he is already taking precautions and building up a second mainstay.
The news that Nvidia is investing part of its cash in Bitcoin would certainly also boost the share price 🙈

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Soprano@Soprano

1Lun

@topicswithhead Intel is also a really tragic story. They have simply been completely disrupted and can't do anything. They are trying to do something. They're not like Blackberry or Kodak, who just say they're going to sit back and aren't interested in the trends.

That's why I stayed invested for a long time, because they have clearly shown that they are willing to adapt and change. Unfortunately, they just don't have any answers. The Intel GPU is unlikely to become the magic bullet. The foundry business is a nice idea in itself - it doesn't have much to do with pride - but they wanted to ride the America First train. But somehow they didn't calculate well enough what actually needs to be done before it can become a profitable business.

Fortunately, I made relatively few mistakes here. I sold half of my position at the high and the other half at least BEFORE the share crashed completely. And above all, I didn't think I knew everything and diversified into Nvidia early on.

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