iPhone 7 Plus Intel or Qualcomm modems at crux of small claims court victory for plaintiff

How Complete Beginners are using an ‘Untapped’ Google Network to create Passive Income ON DEMAND

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Mark Hanusz paid over $ 1,000 for an unlocked iPhone that would work with "any carrier" in 2016, only to find it didn’t work with Verizon in 2018 — and sued Apple over it.
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Qualcomm announces X24 (2 Gbps) and X50 (5 Gbps) modems

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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This week on AI: Apple’s HomePod arrives, 2018 iPhone modems, ‘iBoot’ code leaks

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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.
AppleInsider – Frontpage News

2018 iPhones might use Intel modems exclusively, pushing Qualcomm aside

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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2018 iPhones to use Intel modems exclusively, ditching Qualcomm: KGI

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 …
Fone Arena

Top Apple insider claims all 2018 iPhones will use LTE modems from Intel

iPhone 2018

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.

Apple – BGR

KGI Expects Intel to Be Exclusive Supplier of Modems in 2018 iPhones

Intel could be the exclusive supplier of LTE modems for all new iPhones launched in 2018, according to KGI Securities analyst Ming-Chi Kuo.


The key takeaway of the research note, obtained by MacRumors:

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 previously expected Intel to supply 70 percent of the modems, with Qualcomm providing the remaining 30 percent of orders, but he now believes Intel will be the sole supplier given several competitive advantages.

First and foremost, Intel’s latest XMM 7560 modem [PDF] supports both GSM and CDMA, meaning that Apple could release a single iPhone model that works across AT&T, Verizon, T-Mobile, and Sprint. Intel modems previously lacked CDMA, meaning Apple could never fully ditch Qualcomm for all iPhone models.

Apple is also embroiled in a major lawsuit with Qualcomm over anticompetitive licensing practices, and Kuo believes the iPhone maker switching to Intel as its exclusive modem supplier will place added pressure on Qualcomm.

Kuo added that it’s too early to tell if Intel will be able to maintain its position of exclusivity in the future, as Apple typically prefers to diversify its supply chain. He adds that Apple may give orders to Qualcomm again in exchange for concessions in the ongoing lawsuit between the two companies.

In order to make up for the lost iPhone business, Kuo expects Qualcomm will be more aggressive in securing orders from Chinese smartphone makers. However, he believes these Chinese companies don’t want a monopolized market, so Qualcomm’s ability to gain market share in the country may be limited.

Kuo also reiterated that LTE transmission speeds will increase significantly in new iPhone models released in the second half of 2018.

In a previous research note from November, Kuo highlighted that Intel’s XMM 7560 modem supports 4×4 MIMO technology, compared to only 2×2 MIMO in the iPhone 8, iPhone 8 Plus, and iPhone X. The faster LTE speeds will also be made possible by an upgraded antenna design in the next iPhones.

Related Roundup: 2018 iPhones

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MacRumors: Mac News and Rumors – All Stories

Apple said to be considering MediaTek modems for next-gen iPhones

Back in October, there was a WSJ report that said Apple is planning on ditching Qualcomm for MediaTek modems for next-gen iPhones that will launch in 2018. Today yet another report, this time from Digitimes claims that Apple is looking at MediaTek as a potential partner after transferring half of its order to Intel from … Continue reading “Apple said to be considering MediaTek modems for next-gen iPhones”
Fone Arena

New report measures difference between iPhone X Qualcomm and Intel modems

Last year saw Apple use two different modems in its iPhone models, one from Intel and one from Qualcomm, and there was a difference between the modems’ LTE performance. Many were wondering what the modem situation would like with this year’s iPhone hardware, and now it looks like we’ve got our answer. Cellular Insights compared the LTE performance of two iPhone X models: the A1865 that has a Qualcomm modem and is sold by Sprint, … [read full article]

The post New report measures difference between iPhone X Qualcomm and Intel modems appeared first on TmoNews.

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KGI: Apple to use Qualcomm modems for some 2018 iPhones

Earlier this month w KGI said that Apple is preparing three phones for 2018, two of them with an OLED screen. Latest information from KGI analyst Ming-Chi Kuo is that at least one of the phones might have an X20 modem by Qualcomm, despite the mountain of lawsuits between the two companies. Source: KGI In the latest note to investors, Kuo predicts Intel will provide 70-80% of the modems, the rest of the production going to Qualcomm. The baseband chips will offer better LTE transmission speed due to the 4×4 MIMO antenna design support. 2018 iPhones are also expected to have DSDS…

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