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The Circuit

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

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.
42:50

Podcast summary created with Snipd AI

Quick takeaways

  • Apple's introduction of its C1 modem aims to improve iPhone 16E's appeal by enhancing battery life and targeting users of older models.
  • The strategic rollout of the C1 modem suggests Apple is cautiously testing its capabilities before broader integration into higher-end devices.

Deep dives

Apple Enters the Modem Market with C1

Apple has officially launched its own modem, the C1, as part of its strategy to enhance their iPhone lineup, specifically with the iPhone 16e priced at $599. This move is seen as a way to attract users who have older models and are ready for an upgrade, targeting a demographic that typically holds onto their phones for extended periods. Improved battery life has been emphasized, indicating that the C1 modem contributes significantly to this enhancement. However, concerns were raised regarding the lack of promotion for the modem, suggesting Apple may not yet be fully confident in its performance compared to competitors.

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