Since the iPhone 7, Apple has split the baseband chip orders for iPhones between Qualcomm and Intel. For the iPhones to come on the market in 2018, Apple will only rely on Intel due to its ongoing litigation with Qualcomm on Intel, according to an analyst.
KGI Securities analyst Ming-Chi Kuo reports in a new letter to investors that Intel could meet Apple's technical requirements and offer more competitive pricing when it comes to baseband [...]
In November, KGI reported that Apple has discontinued LTE transmission wants to significantly improve wind speeds by supporting 4 × 4 MIMO chipsets. At that time, Ming-Chi Kuo believed that Apple would forgive about 30 percent of the orders at Qualcomm. That does not seem to be the case anymore.
Kuo now claims that Qualcomm is completely excluded as a supplier for the baseband modules. However, KGI does not rule out that Qualcomm will eventually become Apple's supplier again. This could happen, for example, if there is an agreement on patent litigation.
If Apple really made that move, it would not be without risk. The next generation network (5G) is just around the corner and whether Intel really has the better hardware here and can still produce it in quantities in parallel or before Qualcomm is by no means certain. In the past, test measurements on iPhones have shown that devices with the Qualcomm chipset were slightly faster than those with Intel hardware.
Intel's chipsets support dual SIM, although Apple is unlikely to use this feature will use. So far there was no iPhone with two physical SIM slots.
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