Apple's reliance on Qualcomm could decline faster than expected after Q4 2026

The 2026 iPhone lineup could divest further from Qualcomm as Apple increases use of its in-house C-series modem, though Qualcomm blames supply constraints on a faster-than-expected transition. iPhone 17e uses an Apple C-series modem Qualcomm and Apple's relationship has been in question since Apple's release of an in-house C-series modem . While a contract between the companies is set to end in March 2027 , Qualcomm is looking to use AI data centers to replace the revenue provided by Apple.