Qualcomm says supply constraints are shrinking its Apple business faster than expected
Qualcomm is ‘replacing Apple with data center’ Over the past few years, Apple has been moving forward with plans to replace Qualcomm-made modems with its own components, building on its 2019 acquisition of Intel’s smartphone modem business. Qualcomm, for its part, has repeatedly sought to reassure investors that it was prepared for the loss of Apple business. Now, CEO Cristiano Amon warns that this decline will accelerate, partly because the ongoing supply constraints will leave his company with an even smaller share than expected.
- ▪Qualcomm is ‘replacing Apple with data center’ Over the past few years, Apple has been moving forward with plans to replace Qualcomm-made modems with its own components, building on its 2019 acquisition of Intel’s smartphone modem business.
- ▪Qualcomm, for its part, has repeatedly sought to reassure investors that it was prepared for the loss of Apple business.
- ▪Now, CEO Cristiano Amon warns that this decline will accelerate, partly because the ongoing supply constraints will leave his company with an even smaller share than expected.
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| Original publisher | 9to5Mac |
| Canonical URL | https://9to5mac.com/2026/07/29/qualcomm-says-supply-constraints-are-shrinking-its-apple-business-faster-than-expected/ |
| Publication time | Wed, 29 Jul 2026 22:30:08 +0000 |
| Retrieval time | 2026-07-29T22:33:00.604Z |
| Last seen | 2026-07-29T22:33:00.604Z |
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| Cluster | 0j5Z7AToAc-C · 1 stories |
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