Analysis: Apple To Drop Qualcomm Modems From Next iPhones For Intel, Samsung Wireless Chips

Forbes Technology

Intel will be the exclusive supplier of wireless modem chips for the next generation iPhone X (far left) and iPhone X Plus (middle) that will debut this fall.Atherton Research In Qualcomm's earnings call today, CFO George Davis finally admitted what was considered a sure thing by most industry observers, including ourselves: Apple will scrap Qualcomm's wireless modem chips from all of its new iPhone models (X, X Plus...) that will debut this fall. "We believe Apple intends to solely use our competitors' modems rather than our modems in its next iPhone release. We will continue to provide modems for Apple legacy devices," said Davis after Apple most likely didn't renew its contract with the chipmaker last month. Qualcomm was Apple's exclusive supplier of wireless modems until 2 years ago, with the launch of the iPhone 7 and iPhone 7 Plus, when Intel began supplying chips for some iPhones that were not compatible with Verizon and Sprint CDMA networks. We believe that Qualcomm currently holds about 50% of the global standalone wireless modem chip market, followed by MediaTek (25%) and Intel (6%), with Samsung, Huawei, and Spreadtrum taking the remainder.


Intel puts mobile chip failures in its past with first speedy 5G modem

PCWorld

Intel has a disastrous history with smartphones. It fumbled a chance to be in Apple's first iPhone, and then quit making its Atom smartphone chip to focus on modems. But the company is now set to ship a groundbreaking modem that will deliver data transfer rates many times faster than most wired internet connections. The chipmaker will start shipping its first 5G modem for testing in the second half this year. Beyond mobile devices, the modem could also be used in autonomous cars, servers, base stations, networking equipment, drones, robots, and other internet-of-things devices.


Intel puts mobile chip failures in its past with first speedy 5G modem

PCWorld

Intel has a disastrous history with smartphones. It fumbled a chance to be in Apple's first iPhone, and then quit making its Atom smartphone chip to focus on modems. But the company is now set to ship a groundbreaking modem that will deliver data transfer rates many times faster than most wired internet connections. The chipmaker will start shipping its first 5G modem for testing in the second half this year. Beyond mobile devices, the modem could also be used in autonomous cars, servers, base stations, networking equipment, drones, robots, and other internet-of-things devices.


Why your next iPhone could have Intel inside

PCWorld

Intel has missed out on the iPhone party until now, ceding big business to other chip makers in the process. But that could be about to change. Apple will use modems from Intel in some models of its next smartphone, replacing chips from Qualcomm, according a Bloomberg report Friday. An Intel modem will go into iPhones for the AT&T Wireless network in the U.S. and in some international versions, the report says. If true, it would be a big win for Intel, especially after its decision to cancel its upcoming Atom chips for phones.


Apple now has four roads to a 5G iPhone, each challenging

#artificialintelligence

Now that the dust has settled from Mobile World Congress 2018's major 5G wireless announcements, two things are clear: 5G networks are coming even faster than recently expected, and, based on its current relationships with 5G modem suppliers, Apple has a tough road ahead before it launches a 5G iPhone.