Last week a report from Qualcomm stated that nearly 50 phone manufacturers and carriers are working with the San Diego towards commercializing 5G mobile devices by 2019. Today a step towards this direction was made with the unveiling of Snapdragon X24 – the first 7 nm process chipset that can support up to 2 Gbps LTE speeds. The promised speeds are nearly twice as high as the predecessor, the Snapdragon X20, embedded into the Snapdragon 845. Qualcomm confirms that the first phones with the new modem will arrive in H1 2019. The X24 supports “up to 7x carrier aggregation on…
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Originally intended to ship in December, the HomePod made its long-awaited debut on Friday. While the smartspeaker dominated headlines, Apple meanwhile dealt with a source code leak, and Intel was rumored to score a coup with 2018 iPhones.
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The latest research note from KGI analyst Ming-Chi Kuo, as obtained and reported on by MacRumors and 9to5Mac, indicates that Apple’s next iteration of the iPhone will have Intel as its sole supplier of cellular modems. This would eliminate Apple’s longstanding reliance on Qualcomm modems for the iPhone, and it’s likely to escalate tensions in the ongoing dispute between Apple and Qualcomm. One of the lawsuits between the two companies, launched by Qualcomm, alleges that Apple improperly shared proprietary code with Intel, and Kuo’s present expectations would align with this idea of Apple and Intel being extremely fond of one another.
Intel’s anticipated exclusivity might be short-lived, however, as Apple could still send some orders…
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Rumors about the 2018 iPhone models keep growing head of the official announcement later this year, thanks to Apple analyst Ming-Chi Kuo of KGI Securities. Back in November last year he said that the 2018 iPhone models will come with a faster Intel XMM 7560 modem and Qualcomm SDX 20 LTE Cat. 18 Modem with support for 4×4 MIMO technology. He has also said that 70%-80% of the modem chips for 2018 iPhone models will come from Intel and the remaining will use Qualcomm modems. Now in the latest research note KGI reports that Apple will use Intel modems for this year’s iPhones exclusively, amidst Apple’s ongoing legal battles with Qualcomm. He also said that Intel can meet Apple’s technical requirements and offers more competitive prices compared to Qualcomm. Further, unlike previous modems, Intel’s XMM 7560 modem has support for both GSM and CDMA, so there might be a single iPhone model that might work across all the four major U.S. carriers – AT&T, Verizon, T-Mobile, and Sprint, instead of two models. KGI, however doesn’t rule out Qualcomm returning to the supply chain, if Apple might give orders to Qualcomm again in exchange for concessions in the ongoing lawsuit between the two companies. KGI also says there there is a risk that Intel may not …
Over the past few months, we’ve seen scattered reports suggesting that Apple has been angling to drop Qualcomm as a supplier of LTE modems for the iPhone. About five weeks ago, for example, word surfaced that Apple was planning to tap both Intel and MediaTek as the sole modem suppliers for upcoming iPhone models. Of course, Apple’s interest in parting ways with Qualcomm shouldn’t come as much of a surprise as the two companies are currently embroiled in a bitter and multi-billion dollar legal dispute regarding iPhone royalty payments.
Now comes word via KGI Securities analyst Ming-Chi Kuo — who has a rather solid track record with respect to iPhone rumors — that Apple’s longtime business relationship with Qualcomm is, in fact, coming to an end. In an investor note obtained by MacRumors, Kuo relays that all of Apple’s 2018 iPhone models will incorporate LTE modems from Intel.
“We expect Intel to be the exclusive supplier of baseband chip for 2H18 new iPhone models, while Qualcomm may not have a share of the orders at all,” Kuo’s note reads.
Kuo’s report is especially interesting given that some tests have shown that Qualcomm’s modems outperform those from Intel. That aside, Kuo adds that Qualcomm might be able to get back into Apple’s good graces by making concessions in their legal dispute, though it remains to be seen if Qualcomm would even be willing to entertain such an option. From what we’ve seen thus far, both Apple and Qualcomm have taken extremely strong and principled stances with respect to their dispute over royalty payments, with neither side indicating that they’d be willing to budge even an inch.
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