Qualcomm-Backed Study Says Its Modem Outperforms Apple’s C1

A Qualcomm-backed study conducted by Cellular Insights suggests that Qualcomm’s modem chips outperform Apple’s in-house C1 modem, particularly in dense urban areas. The study compared 5G performance between Android smartphones equipped with Qualcomm modems and Apple’s iPhone 16e featuring the C1 modem.

Key Takeaways:

Performance in Urban Areas: Qualcomm’s modems demonstrated superior 5G performance compared to Apple’s C1 modem in densely populated urban settings.
Implications for Apple: Apple’s shift to its own C1 modem in the iPhone 16e marks a significant move away from Qualcomm’s components. However, the study’s findings may raise questions about the performance trade-offs of this transition.
Qualcomm’s Strategy: As Apple moves towards in-house modem solutions, Qualcomm is focusing on enhancing its modem technology for Android devices and exploring diversification into other markets such as PCs, vehicles, and IoT devices.

Market Context:

Apple’s introduction of the C1 modem represents a strategic effort to gain more control over its hardware components. While this move could lead to better integration and potential cost savings in the long term, initial performance comparisons like this study may influence consumer perceptions and purchasing decisions.

For Qualcomm, maintaining a competitive edge in modem performance is crucial, especially as it seeks to offset potential revenue losses from Apple’s transition. The company’s emphasis on superior performance in challenging environments underscores its commitment to remaining a leader in modem technology.

Investors and industry observers will be watching closely to see how these dynamics evolve, particularly as both companies continue to innovate and expand their technological capabilities.

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Aside from his role as CEO of TMC and chairman of ITEXPO #TECHSUPERSHOW Feb 10-12, 2026, Rich Tehrani is CEO of RT Advisors and a Registered Representative (investment banker) with and offering securities through Four Points Capital Partners LLC (Four Points) (Member FINRA/SIPC). He handles capital/debt raises as well as M&A. RT Advisors is not owned by Four Points.

The above is not an endorsement or recommendation to buy/sell any security or sector mentioned. No companies mentioned above are current or past clients of RT Advisors.

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