• Qualcomm has unveiled its latest high-end modem, the X85, which CEO Cristiano Amon claims will create a significant performance gap compared to Apple's newly launched C1 modem in the iPhone 16e. The X85 modem incorporates advanced AI technology, enhancing its ability to maintain performance even in weaker signal conditions. This development positions Qualcomm favorably in the competitive landscape of smartphone modems, especially as Apple transitions to in-house modem production after acquiring Intel's modem business.

• Amon emphasized that the X85 modem's capabilities will set a 'huge delta' between premium Android devices and iOS devices, potentially influencing consumer preferences. As Qualcomm anticipates not supplying Apple with modems by 2027, the company is focusing on leveraging AI advancements to maintain its market leadership. The growing importance of modems in the age of AI underscores Qualcomm's strategic positioning in the industry, especially as it continues to innovate in 5G technology.