Xin Lang Ke Ji·2025-11-26 08:40Group 1 - Qualcomm announced it will supply 5G modems to Apple for iPhones until 2026, leading to a pre-market increase of over 5% for Qualcomm and over 1% for Apple [1] - Analysts previously expected Apple to transition to its own 5G modem by 2024, but the extension of the supply agreement is seen as a boost for Qualcomm's mobile business [1] - Qualcomm's mobile business generated $5.26 billion in sales for the third fiscal quarter of 2023, with approximately 21% of Qualcomm's total revenue of $44.2 billion in fiscal year 2022 coming from Apple [1] Group 2 - In addition to 5G modems, Qualcomm earns profits from cellular licensing fees from Apple, estimated at $1.9 billion in 2022 [2] - Qualcomm has a six-year agreement to continue charging royalties to Apple, established after a legal battle over patent fees in 2019 [2] - Qualcomm expects to provide only 20% of Apple's overall 5G modem needs by 2026, indicating a projected decline in business from Apple [2]