半导体芯闻·2025-03-05 10:25Core Viewpoint - Qualcomm's CEO Cristiano Amon emphasizes that the performance of their latest modem will significantly surpass that of Apple's first attempt in this technology area, indicating a substantial performance gap between high-end Android devices and iOS devices [1][2]. Group 1: Modem Technology - Qualcomm is a leading supplier of modems, having been Apple's preferred supplier for many years until Apple acquired Intel's modem business in 2019 to design its own modems [1]. - Apple's recently released iPhone 16e features a new cellular modem named C1, while Qualcomm has launched its high-end modem X85, which Amon claims has enhanced performance due to its AI capabilities [1][2]. - Amon states that the new modem can handle weaker signals better, which could lead to significant performance differences between Qualcomm and Apple's offerings [1]. Group 2: Future Outlook - Amon reiterated that Qualcomm does not expect to supply modems to Apple by 2027, suggesting that Apple is making strides in modem technology [2]. - He believes that modems will become increasingly important in the era of artificial intelligence, influencing consumer preferences for devices equipped with superior modems [3].