The Circuit

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

9 snips
Feb 24, 2025
The podcast dives into Apple's launch of the C1 modem and the budget-friendly iPhone 16E, analyzing its impact on the market and competitors like Qualcomm. It discusses the integration of Apple's modem technology and the future of 5G. The conversation shifts to Intel's challenges and potential government interventions in the semiconductor landscape. Additionally, the hosts explore Microsoft’s lease cancellation and its implications for AI, alongside market speculation surrounding NVIDIA's upcoming earnings.
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INSIGHT

iPhone 16e and C1 Modem Positioning

  • Apple's new iPhone 16e, starting at $599, targets a large install base who hold onto phones for extended periods.
  • The C1 modem contributes to better battery life, a key selling point for this target audience.
INSIGHT

C1 Modem: A Test Run

  • Apple's low-key announcement of the C1 modem suggests a lack of full confidence in its performance compared to Qualcomm.
  • The modem's placement in the lower-priced 16e model indicates a testing phase for the new technology.
ANECDOTE

Target Market Example

  • Jay Goldberg considers the iPhone 16e a suitable phone for his children due to its price and presence within the Apple ecosystem.
  • He prioritizes ecosystem integration over comparing specs with Android phones.
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