For years, Apple has relied on Qualcomm to provide cellular modems for its iPhones. But that relationship is changing, and this fall may mark a major turning point. The iPhone 18 Pro could be the first in the line to fully ditch Qualcomm’s modems in favor of an Apple-designed solution, a C2 chip rumored to debut in the next iPhone generation.
Leaked files hinted at a possible compromise
Earlier reports based on files stolen during the Tata cyberattack suggested Apple might take a split approach to the new iPhones, using C2 chips in most markets but sticking with Qualcomm in the US. This raised the possibility that the US might still get the older, non-Apple-designed modems. But recent financial updates from Qualcomm suggest otherwise.
Qualcomm signals a steep drop in Apple business
Qualcomm’s CEO, Amon, told Reuters that he expects revenue from Apple to decline more rapidly in the fourth quarter, with component shares in the new iPhones falling “well below” a prior estimate of 20%. If Apple is indeed moving to use its own modems in the iPhone 18 Pro and Pro Max models, that would explain the steep projected drop.
What it means for the US and the rest of the world
The leaked Tata documents previously suggested that the US might get a different model, but recent Qualcomm guidance appears to counter that. If Apple has finalized plans to use the C2 chip across all iPhone 18 Pro models, including in the US, then US customers may finally get the Apple-designed modem they’ve been hoping for.
The shift would mark a turning point in Apple’s long-term strategy to move critical components in-house, including modems, which are essential for 5G functionality. While the transition is already underway with the C1X chip in some models, a full rollout of C2 in the Pro models would accelerate the end of Apple’s reliance on Qualcomm for its most premium devices.