“Apple Inc. may be going in a new direction for a crucial iPhone component that connects the handset to the Internet,” Adam Satariano and Ian King report for Bloomberg.
“Qualcomm Inc., the world’s largest maker of chips that go inside smartphones, indicated on an earnings call Wednesday that it may be losing some orders from Apple for modem chips that link the iPhone to the web,” Satariano and King report. “Qualcomm Chief Executive Officer Steve Mollenkopf told analysts he is ‘assuming’ that a major customer will give orders to a rival, indicating a potential loss of business for the company.”
“Analysts said they think the customer is Apple,” Satariano and King report. “Any switch Apple makes to suppliers that provide the components inside its devices can send ripples across the industry. Qualcomm’s stock fell in extended trading after Mollenkopf made his comments. Analysts including Tim Arcuri at Cowen & Co. have speculated that Apple may be partnering with Intel Corp. for the modem chip inside the iPhone.”
Read more in the full article here.
MacDailyNews Take: If so, there’s a sorely needed win for beleaguered Intel.
SEE ALSO:
Intel axes 12,000 employees, 11% of its workforce – April 19, 2016
After eating Intel’s mobile lunch, Apple could next devour Qualcomm’s Baseband Processor business – January 20, 2015
Intel has 1,000 people working on chips for Apple iPhone – October 17, 2015
Intel have won significant presence in Apple’s iPhone 6s/Plus – August 13, 2015
Qualcomm insider: Apple’s 64-bit A7 chip set off a panic, it ‘hit us in the gut’ – December 16, 2013
Qualcomm exec who dissed Apple’s 64-bit A7 chip as ‘marketing gimmick’ quietly reassigned, removed from company website – October 25, 2013
Qualcomm backpedals from exec’s ‘marketing gimmick’ comment about Apple’s 64-bit iPhone 5s – October 9, 2013
Outclassed, 32-bit antique dealer Qualcomm calls Apple’s 64-bit A7 chip a ‘marketing gimmick’ – October 3, 2013
iPhone, iPad also-rans struggle to realize Apple’s 64-bit mobile computing achievement – November 22, 2013
Considering that Qualcomm makes the Snapdragon line of chips used on a variety of Android and Windows devices, I’d applaud Apple for cutting them OUT of iOS device hardware.
https://en.wikipedia.org/wiki/Qualcomm_Snapdragon