Back in 2016 lost wireless giant Qualcomm (NASDAQ: QCOM) its status as the only source of cellular modems within Apple…
Back in 2016 lost wireless giant Qualcomm (NASDAQ: QCOM) its status as the only source of cellular modems within Apple s (NASDAQ: AAPL ) iPhones, when the chip giant Intel (NASDAQ: INTC) became a second modem source for the iPhone 7 series of devices.
Qualcomm was an iPhone modem provider for the subsequent generation of iPhones. Qualcomm was, however, designed based on this year’s iPhone crop, which was made possible by Intel’s additional support for CDMA’s wireless standard ̵
1; a standard some carriers still trust – to its latest mobile modem, known as the XMM 7560.  A person holding a chip like reads “Intel XMM 8160.” “src =” https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F501869%2Fintel-xmm-8160- modem-1.jpg & w = 700 & op = resize “/>
In February, Ming-Chi Kuo analysts reported that Intel would be the only provider of modem to 2018 iPhones, through 9to5Mac – that Qualcomm might be read to the iPhone modem supply chain.
Here is 9to5Mac ‘s summary of Kuo’s comments:
He now claims that Qualcomm will be excluded from 2018 iPhones entirely. However, KGI does not exclude Qualcomm returning to the supply chain, perhaps as a patent patent concession.
KGI says there is also a risk that Intel may not be ready for 5G networks as fast as Qualcomm, which may also force Apple’s hand.
In view of the latest developments, I think the odds that Qualcomm will win back iPhone modem orders anytime soon does not look great. Here’s why.
Qualcomm is the market leader in cellular modems, but Intel’s implementation seems to improve. According to PC Magazine testing, “iPhone XS – powered by Intel’s XMM 7560 Modem – is a big step up from iPhone X for LTE download speeds, according to exclusive new data from Cellular Insights and Ookla Speedtest.”
The website acknowledged that it “does not completely match the Qualcomm X20 modem used in Samsung (NASDAQOTH: SSNLF) Galaxy Note 9.” The performance distribution, however, seems much smaller than it was with previous generations of Intel modems, which indicates that Intel has improved its modem technology’s competitiveness with the XMM 7560.
In the case of 5G, Kuo is likely to be flagged back in February, it is worth noting that Intel recently announced that its XMM 8160 5G modem, the modem as the Fast Company reports will run Apple 2020 iPhones, is about to ship in the second half of 2019 and will appear in devices
Fast Company also reported that Intel’s XMM 8060 5G chip – a chip as Intel indicates is intended to be used as a “development platform”, not as a part that “finds its way to freight units – leads to” heat dissipation issues. “ With this, Fast Company realized that “Apple’s current Intel problem is not serious enough to make Apple resume conversations with Qualcomm about delivering 5G modem. “
Is now delivering a company like Apple is a marathon, not a sprint, so Intel can not only get the XMM 8160 and declare victory for all the time. The company needs to continue turning out modem that meets Apple’s requirements while not missing a beat in terms of schedule.
However, considering that Intel’s modem performance appears to be on an upward track and considering the bitter legal dispute currently underway between Apple and Qualcomm, the chance does not look good that Qualcomm will win Apple’s mobile modem business at any time soon .