“Avago Technologies is a semiconductor company that, among other things, provides radio frequency, or RF, components to smartphone vendors. One of Avago’s highest profile customers is, of course, Apple,” Ashraf Eassa writes for The Motley Fool. “During Avago’s most recent earnings call, management said it expects its RF content in smartphones to grow at a robust 20% ‘every year.'”
“Avago’s expectations around RF content increases in smartphones, coupled with the fact it’s putting its money where its mouth is vis-a-vis capacity, tells us quite a bit about Apple’s plans for the iPhone 7 and 7s,” Eassa writes. “In order for Avago to have the kind of confidence that it does about RF content increases in smartphones, the company probably knows what kind of RF content Apple is looking to include in several future iPhone generations. It’s clearly going up.”
“I believe that with the iPhone 7, Apple will adopt Qualcomm’s X12 LTE modem, which offers download speeds of up to 600 megabits per second (twice that of the MDM9x35 inside of the iPhone 6s) and upload speeds of up to 150 megabits per second (thrice those of the aforementioned 9×35),” Eassa writes. “I suspect that with the iPhone 7s, Apple will again adopt a significantly faster Qualcomm modem, this time in the form of the X16 modem, which will reportedly boost maximum download speeds to a full gigabit per second.”
Read more in the full article – recommended – here.
MacDailyNews Take: Cogent analysis.