When approached for comment, Qualcomm spokeswoman Clare Conley referred to what the firm stated during its Q4 earnings call: “For Apple product revenue, we now anticipate to have the great majority of share of 5G modems for the 2023 iPhone launch, up from our prior 20% forecast. Aside from that, our planning assumptions have not changed, and we are projecting a minor contribution from Apple product sales in fiscal ’25.”
