RESOLVING THE LEDGER
RESOLVING THE LEDGER
Only one outlet has reported this event so far — you're reading it below, credited to its source. AIPROPX is tracking the web for more coverage; as additional outlets confirm it, this becomes a full multi-source story automatically.
By AIPROPX Editorial Desk · Published · Updated
One outlet is reporting this so far. AIPROPX is tracking it and will gather every additional source as it develops — the full multi-source comparison appears automatically once a second outlet confirms it.
Go to the 9to5Mac home page Switch site 9to5Toys 9to5Google Logo 9to5Google Electrek Drone DJ Logo DroneDJ Space Explored About Privacy Toggle social menu Toggle dark mode Search for: Submit Toggle search form Forums Store Podcasts Apple@Work Happy Hour 9to5Mac Daily Overtime iPhone iPhone Mac Mac MacBook Pro MacBook Air iMac Mac mini Mac Studio Mac Pro iPad iPad Pro iPad Air iPad mini iPad iPadOS Watch Apple Watch Apple Watch Ultra Apple Health Apple Watch SE Vision Vision Pro visionOS Music and TV Apple Music AirPods HomePod Apple TV Guides Reviews How Tos AAPL Apple Store Apple Arcade Apple Card Apple Silicon Apple One Apple Fitness+ CarPlay Siri HomeKit Toggle dark mode AAPL Company Qualcomm Qualcomm says supply constraints are shrinking its Apple business faster than expected Marcus Mendes | Jul 29 2026 - 3:30 pm PT 0 Comments After Qualcomm released its quarterly report and projected weaker-than-expected profit for the current quarter, the company’s CEO told Reuters that supply constraints would cause its revenue from Apple products to decline faster than expected. Here are the details.
Over the past few years, Apple has been moving forward with plans to replace Qualcomm-made modems with its own components , building on its 2019 acquisition of Intel’s smartphone modem business.
Qualcomm, for its part, has repeatedly sought to reassure investors that it was prepared for the loss of Apple business. Now, CEO Cristiano Amon warns that this decline will accelerate, partly because the ongoing supply constraints will leave his company with an even smaller share than expected.
In an interview with Reuters , Amon said Qualcomm “expects revenue from Apple products to decline more quickly starting in the fourth quarter as supply constraints reduce its share of components used in the next iPhone launch to well below its earlier estimate of 20%.”
He added that Qualcomm has been responding to the loss of Apple business by diversifying beyond smartphones, and expects its data center division to generate $5 billion in revenue by fiscal 2027:
"We kind of replaced Apple with the data center," Amon said.
It is worth noting that Qualcomm’s relationship with Apple goes beyond supplying modem components. The company also earns patent-licensing royalties from Apple, which are separate from chip sales and should continue (for the time being) even as Apple moves to its own modem technology.
In 2019, the two companies settled their long-running legal dispute and signed a six-year licensing agreement. Apple later exercised an option to extend the deal by two years, meaning it now remains in effect through March 2027.
To read Reuters ’ full report, follow this link .
FTC: We use income earning auto affiliate links. More.
Check out 9to5Mac on YouTube for more Apple news:
Expand Close comments Expand Close comments Guides AAPL Company Breaking news from Cupertino. We’ll give you t…
Marcus Mendes is a Brazilian tech podcaster and journalist who has been closely following Apple since the mid-2000s.
He began covering Apple news in Brazilian media in 2012 and later broadened his focus to the wider tech industry, hosting a daily podcast for seven years.
Indexed and credited by AIPROPX. Originating outlet: 9to5Mac. Open at source →
An original, deterministic readout — composed only from the computed coverage facts on this page. No interpretation, no rating; figures only.
AIPROPX has consolidated 1 report from 1 outlet into a single canonical entry on “Qualcomm says supply constraints are shrinking its Apple business faster than expected.” Every covered outlet is based in Other.
The only timestamped report came from 9to5Mac (Jul 29, 2026, 22:30 UTC).
Comparing the wording across sources, the phrase recurring most across the coverage is “faster than expected”.
1 statement is carried by only one outlet within this set and is not echoed by the others.
Every figure above is a direct count of real published articles. AIPROPX indexes and compares the original reporting — it never rewrites, rates, or editorializes — and each publisher’s full article is always one click away.
Generated by AIPROPX from the source counts above. AIPROPX indexes and resolves coverage; the original publishers are credited and linked at origin in every report.
Coverage from 1 independent outlet across 1 region — each view opens on its own page.
AIPROPX — “Qualcomm says supply constraints are shrinking its Apple business faster than expected” · https://www.aipropx.com/story/13196698ba9d2d64850633e7323c46a2
Other events being covered across multiple sources right now.
The OpenAI-Hugging Face hack was worse than we thought
7 outletsWhat’s the catch with the Apple Upgrade program?
5 outletsMore than 18,000 cyclosporiasis cases reported across 45 states: CDC
5 outletsSalvation Army holds back-to-school drive to meet student supply needs in Harrisburg
5 outletsOil prices jump, while the Dow drops more than 1,100 as sinking AI stocks drag Wall Street lower
4 outletsRobinhood CFO details surging prediction market business as firm posts record revenue in Q2