An analyst at CLSA Securities reported, Intel has secured orders for a “significant portion” of the cellular modems on Apple’s next-generation iPhone. Also adds that Apple isn’t looking to completely cut its reliance on Qualcomm.
Srini Pajjuri (CLSA analyst) citing “Asian supply chain checks,” claims that the Intel will supply about 30-40 percent of the iPhone’s cellular modems. It will impact negatively on current iPhone modems manufacture, Qualcomm.
Analyst believes, Apple’s partnership with Intel for modems will have around 4 percent negative impact to its Qualcomm’s revenue, and 2 percent on earnings.
Other hand, Intel will see around 1.5-2 percent increase in its revenue and earnings. While Apple is planning to cut some business with Qualcomm, but doesn’t looking to completely turn away. On the opposite, the analyst believes, the company will back to Qualcomm in 2017.
According to VentureBeat from last year, claimed that Intel had an “army of more than a thousand employees” working on chips for the iPhone. Also claimed that Apple was considering utilising Intel’s XMM 7360 LTE
modem on the iPhone.
The partnership would have opened doors for Intel to fabricate the Ax series SoC for Apple as well. All over it is real big deal for Intel and Apple. The Intel XMM 7360 chip supports LTE category 10, which offering download speeds of 450Mbps and upload speeds of 100Mbps.The predecessor, iPhone 6s and iPhone 6s Plus sport Qualcomm MDM9635 modem, offers download speeds of 300Mbps and upload speeds of 50Mbps.
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More appropriate counterpart for the Intel XMM 7360 LTE modem will be Qualcomm MDM9645 chip, supports 600Mbps download speeds and 150Mbps upload speeds.
Now, I am thinking about the Qualcomm, they supports 600Mbps for cellular modem? It look fantastic, if it is real. But fine for Intel, they are ready to blow the Apple devices.
Let’s wait for next….