Qualcomm is currently a supplier of baseband chips for Apple's mobile phones, but Apple is also considering developing its own communications chips.
The chip contract for Apple's iPhone has been the coveted goal of the entire semiconductor industry. On Monday, a well-informed industry analyst revealed that Intel is in contact with Apple and hopes to replace Qualcomm and supply baseband communication chips to Apple's mobile phones.
TImothy Acuri, an analyst at US investment bank Cowen, disclosed the news in a research report released on Monday.
He said that Qualcomm is currently a supplier of Apple's mobile phone baseband chips and has signed a supply contract for 2014. However, Intel and Apple have already started to contact, and the communication between the two sides is currently "accelerating". Intel hopes to get the contract for the 2015 Apple mobile phone baseband communication chip.
The analyst also said that contact with Intel may also be a negotiating trick for Apple, hoping to get a lower baseband chip offer from Qualcomm.
In the past, Intel acquired Infineon's communications chip business, which has the ability to supply mobile phone baseband chips. It is reported that in the GSM version of the iPhone 4, Apple has used Infineon's baseband chips. Starting with the iPhone 4S, Apple began to purchase Qualcomm's baseband chips.
The chips in mobile phones are mainly divided into baseband communication chips and application processor chips. The former is responsible for communication with mobile networks, making calls, text messages, etc. Apple does not have baseband chip research and development capabilities and purchases from outside. However, Apple's application processor has been using its own A-series products.
However, in April this year, the Taiwan Electronic Times website quoted industry sources as saying that Apple is recruiting and setting up a new department to independently design the baseband communication chip used in Apple products. If the research and development is successful, it means that Apple will realize on the communication chip. Self-sufficient, no longer rely on companies such as Qualcomm, Intel.
In addition, recently, Broadcom announced that it will withdraw from the mobile phone baseband chip market. At present, Broadcom is responsible for supplying WiFi and Bluetooth communication chips to Apple's mobile phones. According to US media reports, Qualcomm is also negotiating with Apple to replace Broadcom and supply Bluetooth and wireless LAN chips to Apple.
It is worth mentioning that Apple used PowerPC architecture chips in computer products in the early years, and later turned to Intel-made x86 architecture chips, which brought a new impetus to the computer business. The long-term supply partnership between the two companies on computer chips may boost cooperation on mobile phone and tablet baseband communication chips.
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