Friday, 17 August, 2018

2018 iPhones may use Intel modems inclusively, pushing out Qualcomm entirely

2018 iPhones to rely solely on Intel baseband chips, KGI claims Intel may exclusive modem supplier for be next-gen Apple iPhone X
Allan Lindsey | 06 February, 2018, 15:31

The 2018 iPhone lineup is back in the news, once again courtesy the usually reliable KGI Securities analyst Ming-Chi Kuo.

From start to iPhone 7, Qualcomm was the exclusive supplier for baseband modem chips for the iPhone. Kuo adds that since Apple prefers to keep more than one supplier for an iPhone's component, Intel may not be an exclusive supplier after all.

The Nomura analyst says that Apple will save more than $100 million in the next iPhone cycle by moving to cheaper Intel modem chips.

A report in 9to5mac said that Intel's chip will support dual SIM and dual standby. As a result of these lawsuits and fines, and Apple withholding royalty payments, Qualcomm claims its revenue is being impacted.

Intel shares were up 1.4 per cent at $46.81.

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It seems that Qualcomm's new alliance with Samsung has done nothing to quell its legal concerns with Apple, as the iPhone manufacturer seems to have plans on pushing the chipmaker aside entirely. The analyst also believes all 2018 iPhones will feature logic boards, first seen on the iPhone 8 and iPhone X, while the 6.1-inch variant will make do with the conventional single-layer layout.

In November 2017, KGI reported that Apple will improve LTE transmission speeds significantly by supporting 4×4 MIMO chipsets. A baseband is a processor inside phones that manages all its radio functions, or all functions that require an antenna.

Specifically, each 2018 iPhone will run an Intel LTE modem chip inside. The recent move to Intel has become possible as Intel modems now support both CMA and GSM, which would allow iPhones to use Intel chips and work on all major networks.

That may be so, but the fact is demand for iPhone X cooled quickly before Christmas, as several market observers have pointed out. After losing the iPhone business, Qualcomm will be more aggressive in securing orders from Chinese smartphone vendors.

"Apple experienced a slight downturn from the previous holiday quarter as iPhone volumes reached 77.3 million units, a year-over-year decline of 1.3%". Apple is known to not rely on a specific partner as well so if anyone is thinking that Intel will be on board exclusively for a long time, you might be wrong.

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