智通财经网·2025-05-28 00:18Core Insights - Qualcomm's baseband chip performance surpasses Apple's self-developed C1 chip, particularly benefiting users in densely populated urban areas [1] - Apple's C1 chip, while adequate in ideal conditions, significantly lags in real-world scenarios that highlight the advantages of next-generation baseband technology [1][2] - Qualcomm anticipates a complete revenue loss from Apple as the latter aims to replace Qualcomm's components across its product line [2] Group 1: Performance Comparison - The first iPhone 16e with Apple's C1 baseband underperformed in download and upload speeds compared to Qualcomm-equipped Android devices in a T-Mobile 5G network in New York City [1] - Research indicates that Qualcomm's Android devices can achieve download speeds up to 35% faster and upload speeds up to 91% faster than the C1 chip [2] - The report noted that the iPhone exhibited overheating and screen brightness reduction after two minutes of testing, although it did not clarify the impact on everyday communication quality [2] Group 2: Strategic Implications - Apple's long-term strategy involves replacing Qualcomm's products with its own self-developed technology, which has been a gradual process over several years [1][3] - Qualcomm emphasizes the complexity of baseband technology development, asserting its ability to simulate various network conditions to ensure stable chip performance [3] - Apple's vertical integration strategy has led to the incorporation of self-developed processors across its product range, enhancing functionality and cost control [3]