“Apple’s rumored custom iPhone baseband chip probably won’t be ready until 2015 or later, according to a recent research note from J.P. Morgan analyst Rod Hall,” Nathanael Arnold reports for Wall St. Cheat Sheet.
“Earlier this week, DigiTimes cited unnamed industry sources that indicated Apple had plans to begin manufacturing its own baseband processors for use in the iPhone,” Arnold reports. “Apple currently buys its baseband chips from Qualcomm, which produces the chips at Taiwan Semiconductor Manufacturing Company’s foundries.”
“Both companies could be seriously impacted by Apple’s rumored move to in-house baseband chips. According to the Taipei-based media outlet, Apple will place its custom baseband orders with Samsung and Globalfoundries,” Arnold reports. “However, according to Hall’s note to investors obtained by AppleInsider, the switch is unlikely to happen before 2015 due to the ‘notoriously difficult’ development process associated with baseband chips.”
Read more in the full article here.
Apple to design its own LTE chips for iPhone 7; to be stamped by Samsung and GlobalFoundries, sources say – April 8, 2014