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KGI Expects Intel to Be Exclusive Supplier of Modems in 2018 iPhones

5 monthes ago   |   By Mac Rumors

Intel could be the exclusive supplier of LTE modems for all new iPhones launched in 2018, according to KGI Securities analyst Ming-Chi Kuo.
The key takeaway of the research note, obtained by MacRumors: We expect Intel to be the exclusive supplier of baseband chip for 2H18 new iPhone models, while Qualcomm may not have a share of the orders at all. Kuo previously expected Intel to supply 70 percent of the modems , with Qualcomm providing the remaining 30 percent of orders, but he now believes Intel will be the sole supplier given several competitive advantages.
First and foremost, Intel's...
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2018 iPhone Modems Might Be Supplied By Intel Exclusively

2018 iPhone Modems Might Be Supplied By Intel Exclusively

5 monthes ago   |   By Ubergizmo

Noted Apple analyst Ming-Chi Kuo is now predicting that the 2018 iPhone modems will be exclusively supplied by Intel. If the prediction turns out to be accurate, it's going to be a major blow for Qualcomm that's not only a market leader in this segment but earns a significant chunk of its revenues from supplying baseband chips to Apple.
The analyst predicts that the entire iPhone lineup that Apple is going to launch later this year will feature baseband chips from Intel and not Qualcomm. He has revised a previous prediction which suggested that Intel would only be given 30 percent of the...
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