Now, in a complete reversal of fortunes, analysts believe we won't see any Qualcomm modems in this year's iPhone models. The analyst previously said Intel to supply 70% of modems and remaining 30% would come from Qualcomm. Since Apple will be sourcing iPhone 11 chips from a single supplier, there will be no discrepancy this time. According to the KGI Securities analyst, Intel's modems are capable of meeting Apple's technical requirements.
The rumors are based on a research note obtained by MacRumors and 9to5Mac.
Apple and Qualcomm are now involved in a legal case in the United States over terms of licensing fees and patent infringements. Broadcom is attempting to acquire Qualcomm, and increased its offer for the company Monday morning, but that didn't help Qualcomm share prices, which fell more than 2.5% in early trading while Broadcom shares gained more than 1%. This is likely to leave Qualcomm with absolutely no contribution in iPhones. Apple and Qualcomm are in a legal battle right now about the licensing fees Qualcomm charges Apple.
In November 2017, KGI reported that Apple will improve LTE transmission speeds significantly by supporting 4×4 MIMO chipsets. For instance, its newest XMM 7560 modem can support both GSM and CDMA.
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Between 2011 and 2016, in fact, Qualcomm was the exclusive modem provider for the iPhone.
Intel's future baseband chips will provide support for dual-SIM and dual-standby features, but this does not necessarily mean that the iPhones that are most probably going to be announced in September of this year will get the same features. Talking about Intel, Samsung recently overtook the USA chipmaker in its own game of chip making for the first time in 25 years, making former the world's biggest processor-making firm. Apple may still approach Qualcomm for some orders as it negotiates concession in trying to lay legal disputes to rest.
"Apple experienced a slight downturn from the previous holiday quarter as iPhone volumes reached 77.3 million units, a year-over-year decline of 1.3%". In tests performed by Cellular Insights, the iPhone 7 Plus using the Qualcomm modem "had a significant performance edge over the iPhone 7 Plus with the Intel modem".