Qualcomm Expects Apple Modem Revenue to Drop Faster Than Expected
Amon chalked up the loss to supply constraints, which will reduce the share of Qualcomm components used in the next iPhone launch well below its earlier 20 percent estimate. Qualcomm expects the drop in Apple revenue to start in the fourth quarter. Qualcomm is raising its prices starting September 1 to improve its margin because of increasing costs across the supply chain.
- ▪Amon chalked up the loss to supply constraints, which will reduce the share of Qualcomm components used in the next iPhone launch well below its earlier 20 percent estimate.
- ▪Qualcomm expects the drop in Apple revenue to start in the fourth quarter.
- ▪Qualcomm is raising its prices starting September 1 to improve its margin because of increasing costs across the supply chain.
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| Original publisher | MacRumors |
| Canonical URL | https://www.macrumors.com/2026/07/29/qualcomm-apple-modem-revenue-dropping/ |
| Publication time | Wed, 29 Jul 2026 17:13:43 PDT |
| Retrieval time | 2026-07-30T00:18:13.342Z |
| Last seen | 2026-07-30T00:18:13.342Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | 0j5Z7AToAc-C · 2 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
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| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
Qualcomm Expects Apple Modem Revenue to Drop Faster Than ExpectedWednesday July 29, 2026 5:13 pm PDT by Juli CloverQualcomm expects its Apple revenue to decline faster than it previously anticipated, Qualcomm CEO Cristiano Amon told Reuters in an interview following the company's earnings call for the third fiscal quarter of 2026. Amon chalked up the loss to supply constraints, which will reduce the share of Qualcomm components used in the next iPhone launch well below its earlier 20 percent estimate. Qualcomm expects the drop in Apple revenue to start in the fourth quarter. Qualcomm is raising its prices starting September 1 to improve its margin because of increasing costs across the supply chain. "We're just passing through big cost increases that we have," said Amon.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at MacRumors.
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