Intel once provided chips for Apple's iPhone, and it was not completely replaced by Qualcomm until the iPhone 4s. Of course, it is the wireless business unit of Infineon that provides the chips for the Apple iPhone, but this unit was acquired by Intel in 2010. Qualcomm is unique in the field of mobile chips. I wonder if Intel will regain iPhone orders after making efforts to adjust its baseband business?
If there is no CDMA support, everything will become very difficult.
When Infineon was still competitive, Apple's strategy was to set up two separate versions of its iPhone, one for the GSM network and the other for the CDMA network. However, GSM is more popular globally, and CDMA is still the 3G standard for operators such as Verizon, Sprint, and US Cellular. However, Intel's modem does not support CDMA, which means that even if the 3G network that supports the CDMA standard disappears, Qualcomm will still be able to lock a baseband order for the iPhone. Of course, if Apple does not want to be affected by Qualcomm's monopoly on the modem, it will still be possible to produce two separate iPhones again and choose dual sources for its modem. However, the question is, if Qualcomm's modem quality is good enough, what other reasons does Apple have to make things more complicated, thereby increasing product manufacturing costs?
As of now Qualcomm is still safe, but Intel will pose a threat to Qualcomm in the next generation of iPhone products.
Intel is currently the second cellular baseband supplier in the world. The iPhone has always taken the high-end route, and its components usually also choose high-end products. Therefore, Intel's upcoming XMM 7260 LTE advanced modem may become a strong competitor of Qualcomm products, competing for iPhone 6 orders. Of course, the premise is that Apple wants to expand its baseband supplier channels. However, Qualcomm will launch its own self-developed 6 LTE advanced modem model in early 2014, which is likely to lead Intel's products in performance and power. After all, once Apple launches a thinner, smoother iPhone 6, the performance and power requirements of the modem are bound to be higher, so Qualcomm still has the power to fight next year.
However, Intel is adjusting the cellular modem manufacturer from TSMC to domestic. With Intel's internal manufacturing process, it may significantly improve the performance and power of its cellular modem. Therefore, once the transfer is completed, the iPhone's baseband battle will really start, and Intel will pose a real threat to Qualcomm.
to sum up:
Although investors hope that Intel can get Apple's foundry orders, but the profit margin of this transaction may be relatively low. For Intel, the real "win" in the Apple deal should be a victory that solidifies the cellular baseband. Of course, this war will be very difficult, and it may not happen in the next one or two generations of iPhone products, but there is still hope that Intel will eventually win the war.
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Size Range φ(mm)
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Spool
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Pallet capacity
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3.30-5.00
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1.30-3.20
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4 spools / 800 kg
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0.51-0.96
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0.31-0.50
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PT 25
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