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Apple's iPhone 14 models contain a Qualcomm chip that can talk to satellites, but have additional custom-designed Apple components used in the phone's biggest new feature, according to an analysis of the phone by iFixit and an Apple statement.
Reuters
Apple's custom-designed 5G cellular modem will likely debut in all 2023 iPhone models, according to Barclays analysts Blayne Curtis and Thomas O'Malley. In a supplier-focused research note shared with MacRumors, the analysts said chipmakers Qorvo and Broadcom should be among the companies that benefit from the shift to Apple's in-house solution.
Mac Rumors
Qualcomm has decided to outsource production of its next-generation modem chip Snapdragon X65 and its sub-model X62 to the foundry department of Samsung Electronics, according to industry sources.
BusinessKorea
Shares of leading chipmaker Qualcomm were down 7.4% to close the trading session at $144.28 as on Dec 11 on the news that Apple is developing its own modem for its future devices.
Yahoo! Finance
Would an Apple modem be better, or just less reliance on Qualcomm?
The Verge
Integration is more efficient, but Qualcomm is targeting maximum performance for both its processor and modem.
Andorid Authority
Qualcomm said it would appeal a South Korean court decision on Wednesday to uphold a record $873 million fine against the U.S. chip giant for unfair business practices related to patent licensing and modem chip sales.
Reuters
Intel sold its smartphone modem chip business to Apple Inc at "a multi-billion dollar loss," the U.S. chipmaker said in a court filing on Friday, alleging that rival Qualcomm forced it out of the market.
Reuters
Samsung's Exynos Modem 5123 boasts 5.1Gbps download speed for sub-6GHz spectrum and 7.35Gb for mmWave.
ZDNet
EU antitrust regulators want U.S. chipmaker Broadcom to scrap its exclusivity clauses with TV and modem makers to avoid irreparable harm to the market while they investigate whether this tactic and others are designed to block rivals.
Reuters
The company has mentioned that date to prospective hires for an in-house 5G modem team, says a report.
CNET
Intel has ended a partnership to share its latest 5G modem chips with China's second largest mobile chipmaker amid concerns that the technology transfer could cause problems in Washington, sources have told Nikkei Asian Review.
Nikkei Asian Review
Apple has moved its modem chip engineering effort into its in-house hardware technology group from its supply chain unit, two people familiar with the move told Reuters, a sign the tech company is looking to develop a key component of its iPhones after years of buying it from outside suppliers.
Reuters
Apple considered tapping Samsung Electronics and MediaTek along with existing vendor Intel to supply modem chips for 2019 iPhones, according to an Apple executive's testimony at the trial between Qualcomm and the US Federal Trade Commission on Friday.
Reuters
For some time, Apple has been serious about building more wireless components for its own devices, putting its own Bluetooth and Wi-Fi chips into the latest Apple Watches and AirPod earbuds.
The Information
An earlier 5G-only modem, the XMM 8060, "is becoming a development platform" rather than a commercial product, said an Intel spokeswoman. Thus Intel "will miss the 2019 5G launches, but it is targeting large-scale rollouts from customers such as Apple and [partner] Spreadtrum," said Malik Saadi, vice president of strategic technologies for market watcher ABI Research.
EE Times
Intel's exclusive deal to provide modem chips for new iPhones has strained its ability to supply such longtime personal computer partners as Taiwan's Acer and Asustek Computer, which face shortages of a key component heading into the year-end shopping season, industry sources said.
Nikkei Asian Review
Intel has started production of modem chips that will go into Apple's upcoming iPhones later this year, while the US semiconductor company continues to eye markets beyond personal computers and pledges to take the lead in fifth generation, or 5G, wireless communication after 2019.
Nikkei Asian Review
Apple is expecting Intel to supply 70% of the modem chips inside the new iPhone models, which will debut this fall, and-if all goes well-plans to rely on the company for 100% of the modems in next year's iPhones, a source with knowledge of Apple's plans says.
Fast Company
Qualcomm's Snapdragon X50 5G NR modem family has been selected by a number of global original equipment manufacturers (OEMs) for standard-compliant 5G NR mobile device product launches starting in 2019. Those working with Qualcomm include OEMs such as Asus, Fujitsu Limited, Fujitsu Connected Technologies Limited, HMD Global, HTC, Inseego/Novatel Wireless, LG, NetComm Wireless, NETGEAR, OPPO, Sharp, Sierra Wireless, Sony Mobile, Telit, vivo, Wingtech, WNC, Xiaomi and ZTE.
Company release
While Qualcomm currently has a more advanced 5G modem, Apple engineers believe Intel's technology will satisfy its requirements for a future iPhone.
Fast Company
Intel's modems aren't as good as Qualcomm's, but the company scored a major victory last year when some of its modems began shipping in some models of Apple's iPhone 7.
Ars Technica
Intel announced a new modem chip for smartphones using faster 5G technologies as it seeks to outpace rival Qualcomm in the battle for next generation mobile gear.
Fortune
Northland Capital Markets's Tom Sepenzis today urges investors to "buy on the dip" Qualcomm's shares, which he rates Outperform, with a $75 price target.
Barron's
Qualcomm's X12 is capable of dealing with more channels of data simultaneously than its Intel rival, according to a report by Milan Milanovic, an analyst at Cellular Insights, which tests phones and networks. Apple didn't enable this feature "to level the playing field between Qualcomm and Intel," Milanovic wrote.
Bloomberg
With the iPhone 7 and the iPhone 7 Plus, Apple elected to use LTE modems from two different sources, Qualcomm and Intel. The A1778 and A1784 iPhone models use a GSM-only Intel XMM7360 modem while the A1660 and 1661 iPhone models use a GSM/CDMA-compatible Qualcomm MDM9645M modem.
Mac Rumors
A chat with Meizu's VP of sales and marketing, Li Nan, revealed that the manufacturer encountered problems with the chipset and 4G network compatibility. It seems something about the chip's integrated modem has troubled Meizu, hence the company doesn't want to risk developing a potentially faulty device.
PhoneArena
Qualcomm is promising to launch its first 5G modem in 2018, even though basic standards for 5G have yet to be established, nor even which part of the radio spectrum it will use.
Ars Technica
Financial research firm Cowen and Company believes Intel will supply Apple with 50% or more of the LTE modems needed for "iPhone 7," a win that could generate some $1.5 billion in incremental revenue over the next year for the chipmaker.
Apple Insider
Analyst Steve Mullane of BlueFin Research Partners said that TSMC is "planning to double the production starts" of Intel's XMM 7360 LTE modem in the current quarter. The analyst says that this "correlates with the timing of the Apple A10 processor production ramp in preparation for the iPhone 7 launch in September.
Fudzilla
Investors don't know for sure how much of Qualcomm's revenue and profits are directly attributable to the iPhone. But analysts have recently estimated that if Intel won 30% to 40% of the iPhone chips, it would reduce Qualcomm's earnings per share next year by 6% to 9%.
Fortune
Qualcomm 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.
Bloomberg
There is increasing evidence that Intel is likely to gain 20%-30% share in the iPhone 7 modem - the first time since 2011 with the iPhone 4 that Intel will be a baseband supplier for Apple.
Barron's
Morgan Stanley's James Faucette today weighs in on the speculation about whether Qualcomm may lose some share of the baseband modem chip business in Apple's iPhone to Intel, concluding that there's a real chance it will happen, but it doesn't threaten Qualcomm overall.
Barron's
Qualcomm announced three more mid-range chips today -- the Snapdragon 625, 435 and 425 -- all of which use Cortex-A53 CPU cores. The company also unveiled a gigabit LTE modem.
Tom's Hardware Guide
Intel now has a thousand people or more working to outfit a 2016 iPhone with its lauded 7360 LTE modem chip, sources say. If all goes well, Intel may end up providing both the modem and the fabrication for a new Apple system on a chip.
Venturebeat
Jeff Sheley, a Northland analyst, wrote: "We now believe that Intel will capture roughly 50% of Apple's modem business in the upcoming iPhones due to launch September 9th."
EE Times
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