American manufacturer, Apple, is at a deadlock with the 5G era. The company is not just interested in making 5G smartphones, it is also worried about “when it can release its 5G device”. Android manufacturers are already ahead and Apple need to catch-up otherwise, the effect may be disastrous. Generally, it is believed that Apple will unveil its first 5G device in 2020 which is not a great timing for the company. With its problem with Qualcomm, and Samsung refusing to sell due to insufficient capacity, It appears that Apple is now stuck with Intel.
Intel said in November last year that it expects to ship the XMM 8160 5G modems in the second half of 2019. However, industry experts suggest that Apple has lost confidence in Intel’s timely delivery of this 5G modem. Intel would have been the sole supplier of 5G modems for the iPhone in 2020. Unfortunately, Intel has not been able to develop the XMM 8160 5G modem as scheduled.
In order to deliver a large number of 5G modems in time before Apple releases the iPhone in September 2020, Intel needs to deliver samples to Apple before the beginning of this summer, and then deliver the final modem design in early 2020.