Speaking to Cowen, Bloomberg learns Apple’s first option is to “launch 18 months after 5G competition with an inferior modem from Intel likely without mmWave capabilities” (the fastest band of 5G spectrum). This doesn’t fit with Apple’s ‘later-but-better’ approach. Second is to “source a 5G modem from chief competitor Samsung… [on] “tough commercial terms” which would not be viable at scale. Even at the extreme end, nothing adds up. In an ideal world, Apple and Qualcomm would simply bury the hatchet, but life isn’t simple and it may well be iPhone buyers who now feel the brunt of that...___Follow Gordon on Twitter, Facebook and Google+More On ForbesApple Leak Details Surprising iPhone 11 Display UpgradesEvery iPhone Will Benefit From Leaked Apple Battery ChangesApple's Foldable New iPhone Is Coming TogetherApple 'Confirms' iPhone 7, iPhone 8 Hardware ChangesiPhone 11 Leak Claims Slow Charging, High Prices Remain

Source: Forbes March 11, 2019 00:56 UTC