That's still millions of iPhones and iPads with Qualcomm chips, but dropping fast.

By 2030, will Apple make all the chips for its devices or will there be a new critical chip that Apple won't want to pass up?

I guess that depends on how AR/VR devices turn out, let alone a car. https://t.co/57JZnFcd6i

— Emil Protalinski (@EPro) November 16, 2021

I am sure this chart will be favorite of many $qcom investors. & answers street's question on what happens if/when @Apple will have its own modem..$appl % QCT rev. will be SINGLE DIGIT exiting FY24
@Qualcomm #QID2021 @cristianoamon pic.twitter.com/v3FUWKJHqr

— Prakash Sangam at @FierceWireless #E5GShow (@MyTechMusings) November 16, 2021

Markets should like this. The @Apple concern around @Qualcomm is quickly dissipating. Low single digits by FY 24. $QCOM #5G pic.twitter.com/BqAzpQXl07

— Daniel Newman (@danielnewmanUV) November 16, 2021

As I was saying earlier, and why I am focusing a lot more on it than in years past, RFFE is a huge play for @Qualcomm. It helps the company deliver end-to-end modem-to-antenna solutions across pretty much every key segment, from handsets to vehicles to the broad IoT.#AnalystDay https://t.co/DyL5lulosL

— Olivier Blanchard (@OABlanchard) November 16, 2021

For those thinking Apple developing a #5G modem will "crush" @Qualcomm... As I've said over and over, the company has diversified itself to be nearly "Apple-proof".

Now we have numbers: $QCOM forecasting Apple % will be "low single-digit exiting FY 24". Told ya'. #QCID2021 https://t.co/RdXSWEIuNN

— Patrick Moorhead #LenovoIAC (@PatrickMoorhead) November 16, 2021

Qualcomm says it will have chips to take on Apple silicon in nine months https://t.co/LDAXoKuChG

— iMore (@iMore) November 16, 2021