Intel May be The Sole Supplier of LTE Modems to Apple for 2022 iPhone Lineup
KGI Securities analyst Ming-Chi Kuo has changed his earlier exclamation that Qualcomm will supply a sizeable number of LTE modems that volition go into Apple's 2018 iPhone lineup. Kuo at present says that he believes Intel is most likely to be the sole supplier of baseband chips to Apple tree for all new iPhone models launched this year. He had earlier said that Apple will buy effectually 30% of its modems from Qualcomm for the 2018 iPhone lineup that'due south expected to include the successor to the highly successful iPhone 10.
According to Kuo's latest investors note that was obtained past Mac Rumours, KGI expects "Intel to exist the exclusive supplier of baseband chip for 2H18 new iPhone models, while Qualcomm may not have a share of the orders at all".
While Qualcomm'due south 4G modems are faster and technologically more than avant-garde than those from Intel, reports seem to point at the ongoing legal wranglings between the ii companies as a reason why the former is taking its business to its longtime-partner Intel, which supplies the CPU chips that get into the visitor's MacBooks and iMacs. The iPhone-maker is believed to take been looking for alternatives to Qualcomm for some time, with fifty-fifty MediaTek'due south proper name beingness discussed as a possible supplier at 1 stage. Meanwhile, Apple tree and Intel are said to be working together for 5G modems in the 2019 iPhone lineup.
While Apple tree'south latest flagship, the iPhone 10, ships with a Qualcomm X16 modem, the company'southward next-gen flagships will likely ship with Intel's XMM 7560 modems if Kuo's assertion is anything to go by. Having said that, Kuo also points out that there'due south still a take chances that Intel may not be the sole supplier of baseband modems to Apple this year, given that the Cupertino-based company prefers to hedge its bets by having multiple suppliers for each component that goes into its iPhones.
Source: https://beebom.com/intel-sole-supplier-lte-modems-2018-iphone-lineup/
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