Qualcomm Hints at Apple's Switch to Intel for LTE Modems in iPhone 7

Intel-iPhone-6sQualcomm shares are currently trading lower after the chip maker suggested during an earnings call Wednesday that it will be losing orders from one of its major customers to one of its leading competitors.

Analysts believe that customer will be Apple, according to Bloomberg, following rumors that the Cupertino-based company will rely on Intel to supply the majority of LTE modems for the iPhone 7, which is expected to be announced at a media event this September.

Qualcomm Chief Executive Officer Steve Mollenkopf told analysts he is “assuming” that a major customer will give orders to a rival, indicating a potential loss of business for the company. […] Samsung already uses multiple suppliers, leaving only Apple to make this change.

In early March, CLSA Securities analyst Srini Pajjuri issued a research note claiming that Intel has secured a "significant portion" of LTE chip orders from Apple, likely in the range of 30 to 40 percent of production. Pajjuri believes Qualcomm will likely be tasked with at least a portion of the remaining orders.

Intel reportedly has 1,000 or more employees working on preparing its 7360 LTE modem for the next-generation iPhone. Intel's 7360 LTE modem chip [PDF] features faster theoretical downlink speeds up to 450 Mbps, uplink speeds up to 100 Mbps, and support for LTE category 10 and 29 LTE bands overall.

The switch to Intel LTE chips means the iPhone 7 could have even faster LTE speeds for browsing the web, downloading apps, streaming video, and other data-related tasks. Apple already improved LTE speeds on the iPhone 6s and iPhone 6s Plus by adopting LTE-Advanced, which pushed downlink speeds up to a theoretical max of 300 Mbps.

Apple currently sources all of its LTE modems for iPhones from Qualcomm, including the MDM9635 chipset in the iPhone 6s and iPhone 6s Plus, which provides theoretical downlink speeds up to 300 Mbps and uplink speeds up to 50 Mbps. Qualcomm has been Apple's exclusive supplier of LTE modems for over three years.

Rumors suggest that Apple may eventually create an all-in-one system-on-a-chip that includes both an A-series processor and an LTE modem chip for improved speed and power management. Intel could play a key role in licensing and fabricating the chipset based on its advanced 14-nanometer process.

Related Forum: iPhone

Top Rated Comments

milan03 Avatar
66 months ago
Intel 7360 modem is literally comparable to what Qualcomm was shipping back in 2014.
2016 is the year when mobile operators will start launching 4x4 MIMO doubling the maximum throughput, 256 QAM, and Intel 7360 can do none of that.

Current Qualcomm modem being shipped in volume is X12 (part of Snapdragon 820 SoC), which is already Category 12, doing 600Mbps peak rates, 4x4 MIMO, 256 QAM, etc.

Later this year, around the time iPhone 7 will presumably launch, they'll be shipping X16 modem capable of 1Gbps on the downlink, more efficient than X12, and not even in the same conversation with 7360.

Sometimes decisions like this completely boggle my mind...
Score: 7 Votes (Like | Disagree)
ValSalva Avatar
66 months ago
That's odd, Intel just announced a 12,000 person layoff.
Score: 6 Votes (Like | Disagree)
Thunderhawks Avatar
66 months ago

Qualcomm will likely be tasked with at least a portion of the remaining orders.
So, technically they are still chipping in here and there.
Score: 4 Votes (Like | Disagree)
citysnaps Avatar
66 months ago
Stop giving Intel money!!! Plus this means massive delays, and that the iPhone 7 modem won't be ready until the IPhone 7s comes out and Apple will have to delay the phone release until Feburary!
You should pick up the phone and give Tim Cook and his staff a piece of you mind. Because I'm sure they're just trusting what Intel has told them, have not evaluated any first silicon devices, and forgot to think about scheduling.
Score: 3 Votes (Like | Disagree)
TallManNY Avatar
66 months ago
Theoretical speeds are nice but connections are still degraded in many areas when you go into a building in NYC. Carriers in U.S. still have a lot of work to do to bring full and robust LTE to major metropolitan areas.
Score: 3 Votes (Like | Disagree)
NT1440 Avatar
66 months ago
Stop giving Intel money!!! Plus this means massive delays, and that the iPhone 7 modem won't be ready until the IPhone 7s comes out and Apple will have to delay the phone release until Feburary!
Intel has been working for almost two years to build up their modem team. Just because you are hearing rumors now doesn't mean there will be delays.

http://venturebeat.com/2015/03/10/iphones-will-ship-with-intel-lte-chips-inside-in-2016/
http://www.techtimes.com/articles/96372/20151017/apple-ditches-qualcomm-hires-intel-to-work-on-lte-modem-chips-report.htm
Score: 3 Votes (Like | Disagree)

Top Stories

tile sticker e1570533758981

Tile CEO: 'We Welcome Competition From Apple, But We Think It Needs to Be Fair'

Tuesday May 4, 2021 9:51 am PDT by
Just after Apple announced its AirTags, Tile CEO CJ Prober relayed his concerns about competing with Apple in the tracking space, and said that Tile would ask Congress to investigate Apple's business practices specific to Find My and item trackers. Prober this week did an interview with Bloomberg, where he further expanded on Tile's complaints about Apple and why he feels that Tile is...
signal instagram ads3

Signal Shares the Instagram Ads Facebook Doesn't Want You to See

Wednesday May 5, 2021 1:29 am PDT by
Encrypted messaging app Signal has had a series of Instagram ads blocked from the social media platform, after it attempted to show users how much data the Facebook-owned company collects about them and how it's used to push targeted ads. In a blog post, Signal described how it generated the ads to show users why they were seeing them, simply by declaring upfront the information that the...
tracking disabled ios 14 5

Analytics Suggest 96% of Users Leave App Tracking Disabled in iOS 14.5

Friday May 7, 2021 1:51 am PDT by
An early look at an ongoing analysis of Apple's App Tracking Transparency suggests that the vast majority of iPhone users are leaving app tracking disabled since the feature went live on April 26 with the release of iOS 14.5. According to the latest data from analytics firm Flurry, just 4% of iPhone users in the U.S. have actively chosen to opt into app tracking after updating their device...
fortnite apple logo 2

Epic CEO Tim Sweeney Admits App Store's 30% Cut Is Similar to Consoles, Would Have Accepted Special Deal With Apple

Tuesday May 4, 2021 1:54 pm PDT by
Apple's legal battle with Epic Games is continuing on, and during the second day of the trial, Epic Games' CEO Tim Sweeney continued his testimony against Apple. Sweeney was grilled by Apple's lawyers, and made several points seemingly favorable to Apple. In addition to mentioning how he prefers Apple's iPhone and values Apple's privacy policies that he's aiming to dismantle, Sweeney...
snapchat dark mode

Snapchat Rolls Out Dark Mode on iOS

Wednesday May 5, 2021 1:17 am PDT by
Nearly two years following the release of iOS and iPadOS 13, which included native, built-in, and systemwide dark mode, Snapchat, one of the world's most prominent social media networks, has finally rolled out a dark mode theme for iOS users. Snapchat began testing a dark mode theme of its app design late last year with a small group of iOS users. Now, Snapchat says that as of this week, it...
netflix sign up

Apple Discussed 'Punitive Measures' Against Netflix for Dropping In-App Purchases

Wednesday May 5, 2021 11:03 am PDT by
As the Epic Games v. Apple trial progresses into its third day, Apple's internal documents and communications with various companies are continuing to surface, giving us some insight into the dealings that Apple has had around the App Store. Back in December 2018, Netflix stopped offering in-app subscription options for new or resubscribing members and instead began requiring them to sign up ...
iphone 12 preorder purple

Apple Begins Transition to Randomized Serial Numbers With Purple iPhone 12

Wednesday May 5, 2021 9:17 am PDT by
MacRumors previously reported about Apple's plan to switch to randomized serial numbers for future products starting in early 2021, and this transition has now started with the new purple iPhone 12 model in multiple countries. With assistance from Aaron Zollo, host of the YouTube channel ZolloTech, we can confirm that the purple iPhone 12 released last month has a new 10-character serial...
airtag 1

AirTag Anti-Stalking Measures 'Just Aren't Sufficient' Says Washington Post Report

Wednesday May 5, 2021 6:03 pm PDT by
The safeguards that Apple built into AirTags to prevent them from being used to track someone "just aren't sufficient," The Washington Post's Geoffrey Fowler said today in a report investigating how AirTags can be used for covert stalking. Fowler planted an AirTag on himself and teamed up with a colleague to be pretend stalked, and he came to the conclusion that the AirTags are a "new means...
iphone 13 pro max dummy notch

iPhone 13 Pro Max Dummy Model Depicts Smaller Notch

Tuesday May 4, 2021 1:08 pm PDT by
Apple's iPhone 13 models are expected to feature a slimmed down notch, marking the first major change to the TrueDepth camera system since it was introduced in the 2017 iPhone X. We're still months away from the launch of the iPhone 13, but Lewis Hilsenteger of Unbox Therapy managed to get an iPhone 13 Pro Max dummy model that represents what we can expect from the new 2021 device. Dummy...
iPad Pro July Shipping

12.9-Inch iPad Pro Now Delivers as Late as Mid-July

Wednesday May 5, 2021 7:10 am PDT by
While the new 12.9-inch iPad Pro is set to launch in the second half of May, orders placed today are estimated for delivery as late as mid-July on Apple's online store in the United States — some two months later. The new 11-inch iPad Pro is faring better so far, with some configurations available for delivery in the last week of May. The new 12.9-inch iPad Pro features a Liquid Retina XDR ...