Ana sayfa IT MOBIL HABERLERİ Apple, 5G Modem Çıkmazını İki Rakip Firmayla Çözmeyi Planlıyor

Apple, 5G Modem Çıkmazını İki Rakip Firmayla Çözmeyi Planlıyor

TF International Securities analisti Ming-Chi Kuo, 2020 yılında çıkacak iPhone’larla ilgili öngörülerini bildirdi.

2020 yılındaki iPhone’ların 5G teknolojisini destekleyip modemlerini Qualcomm’dan alacağını tahmin eden analist Ming-Chi Kuo, geçtiğimiz hafta yasal işlemlerinde anlaşmaya varan iki şirketin gelecekte beraber çalışacaklarını belirtti.

Analizin herkesi şaşırtan kısmı ise Samsung desteği oldu. Kuo, Apple’ın farklı pazarlardaki 5G ihtiyaçlarını Samsung’la iş birliği içerisinde gidereceğini belirtti. Apple, üretimdeki riski azaltmak ve pazarlık payını artırmak için genellikle tedarik zincirinde fazla ismi bulunduran bir marka. Bunun sonucunda da ürünlerinin fiyatı daha aşağı çekilebiliyor.

Kuo’nun notlarından alınan kısımda şu ifadeler yer aldı:

“Apple ve Qualcomm’un patent tartışmasının sonlanması ve altı yıllık anlaşmanın ardından 2020 yılında çıkacak iPhone’ların 5G desteğine sahip olacağını söyleyebiliriz. Samsung ve Qualcomm’un da buradaki olası tedarikçiler olduğunu belirtmekte fayda var.”

“Intel’in beklentileri karşılamayan 5G yonga atılımının ardından yeni iPhone modellerinde kullanılacak 5G modemi en büyük soru işaretlerinden biriydi. Şuna inanıyoruz ki Apple ve Qualcomm arasındaki uzlaşma ve anlaşma sonucunda 5G modem işini kimin karşılayacağını Qualcomm ve Samsung yapacak. Apple 5G yongalarını Qualcomm’dan tedarik ederken Samsung’dan da yonga tedarik edecek. Bu sayede fiyatları düşürüp daha iyi bir pazarlık payına sahip olacak.”

Kuo’ya göre 5G teknolojisi, 2020 yılındaki iPhone satışları için bir çeşit lütuf niteliğinde olacak. bahsi geçen yılda 195 ila 200 milyon cihazın satılacağını öngören Kuo, 70 ila 75 milyon 5G modelinin yılın ikinci yarısında satılmasını bekliyor.

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