Intel for apple's new iPhone parts orders, for shipment in 1.3 billion qualcomm baseband chips, and have nothing to be worried about...
Market rumors that Intel will provide 20 million by AT&T iPhone sales 7 than LTE chip, the deal will allow the company to become the world's market ranked third largest smart phone baseband chip suppliers.
If Intel (Intel) as many forecast of market research firm, the LTE base band chip has been successful in Apple (Apple) a new generation of intelligent mobile phone iPhone 7, the company will become the global market ranked third largest smart phone baseband chip suppliers; For large-scale reorganization, announced in April will exit the application processor (AP) market for Intel, such a deal is a shot in the arm of its wireless business.
According to foreign media quoted anonymous Wall Street analysts, Intel will by AT&T iPhone sales to provide more than 20 million LTE chip; Head and the Forward market research institutions Concepts Will Strauss said that if the rumors are true, Intel in intelligent mobile phone baseband chip market ranking in 2016, by the sixth place in 2015, up to third.
Strauss, points out that Qualcomm (Qualcomm) to 1.3 billion shipments of smartphones in 1.3 billion fundamental frequency baseband chip market share 57% of the city, ranking the first big suppliers, then followed by the city 25% of the rate of Mediatek (Mediatek, municipal) 6% of the rate of Spreadtrum (Spreadtrum), city 2% of the rate of Huawei, Huawei's chip design company haisi (HiSilicon), but the sea of chip is used only for Huawei, their cell phones, no foreign sales; At the bottom of Intel, core (Leadcore) with Marvell, market share of 1%.
And based on supply chain from qualcomm, Asian market and analysts, Strauss think between Intel and apple market should be close: "Intel next year is expected to replace spreadtrum, becomes the fundamental frequency baseband chip shipments ranked third largest supplier, with revenue may be ranked the world's second largest;" This is because the LTE chips usually adopts advanced process technology, the average selling price (ASP) will also be higher.
As for the rumors of speculation in Intel is by the AT&T iPhone sales 7, the reason is different from Verizon, AT&T does not support the CDMA network, and the Intel processor is not support CDMA; The general principles of the high is a pioneer of CDMA technology.
But apple is in the original advantages will always adopt the second chip supply, part of the reason is the agreement between the two competing firms, can obtain the lowest price; For example, apple's latest generation of the iPhone is special series A processor, entrust the Samsung (Samsung) and at the same time TSMC (TSMC) OEM production.
Qualcomm chief executive earlier this year for investors, according to the company with a baseband chip business between main customers, may be a competitor broken; About Strauss said: "it will produce damage to qualcomm, but the company is into other applications market, including cars, because they've realized that smartphone market growth to slow in the west."
But Intel trading between apple and there will be no effect on the Chinese smartphone market. Forward Concepts, points out that China is now the world's largest smartphone market, global market share of 28% in 2015; Secondly, as the north American smartphone market, global market share of 17%. Qualcomm's high-end LTE base band chip business world market share of 2015 at a rate of 79%, followed by mediatek, the world market share of only 6%.
Intel's base band chip business is in the 2010 acquisition of Infineon (Infineon) obtained by wireless sector, which has also moved into early apple iPhone; However, after the iPhone began to support LTE, Intel also lost the order for the iPhone.