RUMOR: Apple orders millions of CDMA chips for Verizon iPhone slated for January 2011 launch

“Smartphones like the iPhone are built from a collection of components, which are sourced individually from suppliers—e.g. the iPhone 4’s cellular baseband (the core chipset used in mobile phones to handle voice and data communications) comes from Infineon and its GPS chipset from Broadcom,” Steve Cheney reports for TechCrunch.

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“The dominant supplier of CDMA chipsets is Qualcomm, the largest fabless chip company in the world,” Cheney reports. “Apple has never procured baseband chipsets from Qualcomm before.”

“Sources with knowledge of this entire situation have assured me that Apple has submitted orders for millions of units of Qualcomm CDMA chipsets for a Verizon iPhone run due in December,” Cheney reports. “This production run would likely be for a January launch, and I’d bet the phone is nearly 100% consistent with the current iPhone 4 (with a fixed internal insulator on the antenna).”

Cheney reports, “I can’t say with 100% accuracy that an iPhone will hit Verizon store shelves in January, but all of the signals point that way.”

Full article here.

[Thanks to MacDailyNews Readers “Fred Mertz” and “James W.” for the heads up.]

34 Comments

  1. This is getting interesting. The iPhone CDMA rumors occur every 2 months like clockwork, and each rumor suggests a 5 month waiting period.

    Why the regularity? And why always 5 months? Is there a company, maybe, orchestrating these rumors? A company like, oh… say, VERIZON? What could they possibly have to gain?

  2. @Al. The Fandroids changed their collective shorts but not in the way we think. My guess is they soiled the fronts of their pants. We all know they all have iPhone envy. They just couldn’t get iPhones because they were on their mommy’s plans on other networks.

  3. “This production run would likely be for a January launch, and I’d bet the phone is nearly 100% consistent with the current iPhone 4 (with a fixed internal insulator on the antenna).”

    Cheney reports, “I can’t say with 100% accuracy that an iPhone will hit Verizon store shelves in January, but all of the signals point that way.”

    UHH other than the whole phone or data, but not both at once thing..LOL Hows Jobs going to spin that?

    I like it as a move to crush the Verizon network, (which will be exposed as worse after iPhone hits it) But nah, it don’ts add up..

  4. @stophobophobia,

    You’re only partially correct here. I’m a huge Apple head, always have been. I had very bad iPhone envy from the beginning. I wanted one to complement my Macs and iPods. I have 4 Macs, from iMacs to Mac Pros in my house and 5 iPods from the first to the latest. I love Apple. But I can’t get ATnT, so I went Android.

    And I love it. I’ve been holding off on buying a bunch of apps because I always felt that Apple would bring the iPhone to more of us via more carriers and I would switch at the first opportunity. But the more I use it, the more I question if I”ll change. There are things about Android that I really, really like. Mostly the widget architecture. I love having live, updating info right on my screen in an attractive widget, like my calendar, FB, twitter, stocks, texts and to do lists. I also love the notification tray and the way notifications are handled. I like the free contacts and calendar in the cloud, and since I’m on unlimited data, I use the free Google NAV app all the time. One of the best NAVs I’ve ever used, paid or free.

    The apps I use most, like FB, twitter and Foursquare are every bit as good or better than the same app I use on my iPod Touch. That wasn’t the case 6-8 months ago, but it is the state of things today.

    A few months back I would have switched in a heartbeat if iPhone came to my carrier, now I’m more on the fence. I wonder how many other Android users are in the same boat? Especially if they’ve bought a lot of apps.

    This may be a case where Android is “good enough”.

  5. I’ll assume Apple buying those “millions” of CDMA chipsets is actually true. After that it doesn’t matter to me, except as an AAPL investor, I’m very happy Apple is increasing iPhone production capacity significantly, and then selling those additional iPhones somewhere. Whether it’s Verizon, Sprint, or “in China” (or some combination), those additional iPhones will get sold ON TOP OF Apple’s existing worldwide iPhone business.

    Actually, maybe those CDMA chipsets are going into iPads, not iPhones. With an iPad, it’s just data being used, so the CDMA technology limitations will not be apparent, and putting a percentage of future 3G iPads on Verizon (or Sprint) will take some load off the ATT network.

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