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Portables (Apple) Apple Hardware

Apple Plans To Equip MacBooks With In-House Cellular Modems (macrumors.com) 42

According to Bloomberg's Mark Gurman, Apple plans to ditch Qualcomm and build its own custom modem that could launch around 2026. MacRumors reports: Writing in his latest Power On newsletter, Gurman says that Apple's custom technology aspirations include integrating an in-house modem into its system-on-a-chip (SoC), which would eventually see the launch of MacBooks with built-in cellular connectivity. Gurman says Apple will "probably need two or three additional years to get that chip inside cellular versions of the Apple Watch and iPad -- and the Mac, once the part is integrated into the company's system-on-a-chip."

Apple has explored the possibility of developing MacBooks with cellular connectivity in the past. Indeed, the company reportedly considered launching a MacBook Air with 3G connectivity, but former CEO Steve Jobs said in 2008 that Apple decided against it, since it would take up too much room in the case. An integrated SoC would solve that problem. Gurman's latest newsletter also said some of Apple's other ongoing in-house chip projects include camera sensors, batteries, a combined Wi-Fi and Bluetooth chip that will eventually replace parts from Broadcom, Micro-LED displays for Apple devices, and a non-invasive glucose monitoring system.

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Apple Plans To Equip MacBooks With In-House Cellular Modems

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  • >>Apple has explored the possibility of developing MacBooks with cellular connectivity in the past. Indeed, the company reportedly considered launching a MacBook Air with 3G connectivity, but former CEO Steve Jobs said in 2008 that Apple decided against it, since _it would take up too much room in the case._

    3g patents are public knowledge, sounds like apple doesn't have the skill to follow the designs to build the modems.

  • by Guspaz ( 556486 ) on Monday November 20, 2023 @07:31PM (#64019847)

    Apple has repeatedly failed to equip their cellular phones with in-house cellular modems, how are they going to do it in a macbook?

    • by Shakrai ( 717556 )

      Apple has repeatedly failed to equip their cellular phones with in-house cellular modems, how are they going to do it in a macbook?

      It's not that they have failed, it's that they can't get the Q&A they expect, because it's not actually that easy to make a chip from scratch that will work on the hundreds of different cellular networks across the globe.

      Starting with data only devices makes perfect sense. Were you around for the 4G and 5G rollouts? 4G/LTE was around for years before it started carrying voice (VoLTE) traffic. In fact, the first LTE devices on the market were not phones, but rather, data only devices like Wi-Fi Hot

      • It's not that they have failed, it's that they can't get the Q&A they expect, because it's not actually that easy to make a chip from scratch that will work on the hundreds of different cellular networks across the globe.

        Except that they didn't start from scratch.

        Back in the 3G days, Apple second-sourced iPhone modem chips from Intel as well as Qualcomm.

        Then came 4G, and Intel's efforts were decidedly sub-par... so Apple configured the superior Qualcomm parts to match the poor performance of the Intel chips, and handed Intel copious volumes of Qualcomm proprietary technical data so they could catch up.

        Intel completely failed to do so and, eventually, sold their entire modem chip business a few years ago.

        Would you like to

    • By infringing on and stealing a lot of Qualcomms patents?
    • If, hypothetically speaking, I had an uncompetitive cell modem with some combination of worse sensitivity or higher power draw shoving it in a laptop where there's a comparatively gigantic amount of room for antennas(in places the user doesn't wrap their hands around, as a bonus); and a comparatively ample battery would seem like a pretty attractive prospect to me.

      Apple presumably hopes to reach the point where they can cut Qualcomm off their bill of materials entirely; but if they are trying to justify
      • If, hypothetically speaking, I had an uncompetitive cell modem with some combination of worse sensitivity or higher power draw shoving it in a laptop where there's a comparatively gigantic amount of room for antennas(in places the user doesn't wrap their hands around, as a bonus); and a comparatively ample battery would seem like a pretty attractive prospect to me.

        Apple presumably hopes to reach the point where they can cut Qualcomm off their bill of materials entirely; but if they are trying to justify a functional-but-inferior line of modems during the time they are still tinkering with it laptops are probably favorable: much more favorable in terms of antennas, much more wiggle room to squeeze a little extra battery in if needed; and it counts as a new feature; rather than being heavily scrutinized vs. prior gen phones for any sign of regression, as has happened with previous attempts to displace Qualcomm parts in iphones.

        Presumably doesn't hurt that, for reasons that have always been a little puzzling when you can get an entire (bad; but with full RF function) android phone for $50, PC OEMs typically treat cell modems as either a very fancy premium feature(for consumer models) or a specialty business feature(generally only available as standard on toughbooks and other remote/jobsite gear; and a fairly expensive custom option on more general road warrior business lines). I'm not sure whether it's a product segmentation thing driven by the OEMs; or whether Qualcomm is a real dick about pricing; but it's surprisingly consistent.

        That gives Apple the choice to either match the trend, and scoop up some pretty juicy margins; or price less ambitiously and pick up a feature that's genuinely cheaper on their side than on the PC side; depending on which they think is more useful.

        So, what do you think the increase in BOM Cost would be, if Apple just has sunk costs in the MODEM R&D? I assume there are still external RF stuff (amps, antenna switches, passives), plus antenna cost. So, what; $3-5 (max) at Apple's volumes?

        If they aren't paying Qualcomm, it becomes kind of a no-brainer. One more set of Standards-Testing for new/updated Macs; but Apple has that stuff down.

    • Re: (Score:2, Interesting)

      by thegarbz ( 1787294 )

      Apple has repeatedly failed to equip their cellular phones with in-house cellular modems, how are they going to do it in a macbook?

      While my reaction was the same at first it is worth remembering a cellular modem is *FAR* more critical for the performance of a phone than a laptop. You can get away with a very sub standard cell modem with poor thermal performance and power management in a laptop. In a phone the cell modem's performance is key to a large number of performance metrics of the device itself.

      • by AmiMoJo ( 196126 )

        Apple bought Intel's modem business. Intel's modems were shit. They performed noticeably worse than the competition, to the point where Apple slowed down the Qualcomm modems so that people who got an Intel one wouldn't complain.

        It looks like they haven't been able to catch up, as they haven't switched exclusively to their own modems.

        • Indeed, but they may be *good enough* for a laptop which doesn't define its entire device performance based on the modem. Unlike a cellphone.

      • Apple has repeatedly failed to equip their cellular phones with in-house cellular modems, how are they going to do it in a macbook?

        While my reaction was the same at first it is worth remembering a cellular modem is *FAR* more critical for the performance of a phone than a laptop. You can get away with a very sub standard cell modem with poor thermal performance and power management in a laptop. In a phone the cell modem's performance is key to a large number of performance metrics of the device itself.

        Good points!

        IIRC, Apple almost put their MODEMS in the iPhone 15; so maybe their MODEM is already good enough for a laptop application.

        From 5 days ago:

        https://news.yahoo.com/apple-5... [yahoo.com]

        From earlier this year:

        https://www.cnet.com/tech/mobi... [cnet.com]

        So, an interim laptop design, where it's less critical, might be a good way for Apple to get some field experience without risking killing the golden goose by putting it in an iPhone. . .

        Plus, Apple when they change over to "Apple Silicon" MODEMs, they will want a few yea

    • Apple has repeatedly failed to equip their cellular phones with in-house cellular modems, how are they going to do it in a macbook?

      They bought Intel's cellular MODEM patents and designs a few years ago, and have been modernizing them and getting the performance up.

  • Pretty soon, a MBP will be just a fast iPhone. Oh wait, that's already happened.
  • "Your USB port subscription has expired on your Macbook. Please pay an additional $14.99 re-activation fee to enable your USB ports."

    Similar to how BMW is monetizing on heated seats being a monthly subscription (source [cnn.com]). Apple will use the cellular connection to disable extra "features" remotely.

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