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Apple extends Qualcomm deal for 5G chips ahead of iPhone event. J.M. Smucker's acquisition, Instacart and ARM IPOs discussed. Xi'an's valuation, growth, and IPO plans. Resale exchange success and interview with Peter. S&P 500 performance and Tesla's value driver. Analyzing S&P 500 levels, asset allocation opportunities, and historical patterns in monetary policy.
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Quick takeaways
- Apple has extended its agreement with Qualcomm to use its 5G chips for the next four iPhone generations, indicating challenges in developing its own wireless semiconductors.
- While Apple aims to diversify production to countries like India and Vietnam, it has not entirely moved away from China, instead focusing on establishing a localized approach and gradually transitioning around a quarter of its iPhone production to other countries.
Deep dives
Apple partners with Qualcomm for 5G chips
Apple has entered into a three-year agreement with Qualcomm to use its 5G chips for its iPhone launch. This move suggests that Apple is encountering difficulties in developing its own wireless semiconductors. The agreement will provide Apple with proper 5G capabilities for the next four iPhone generations, as Apple has not been able to get its own internal modem up to standard. Qualcomm is a market leader in modem manufacturing and will continue to supply Apple with the necessary chips.
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