Intel-Apple deal. How bad is it for Qualcomm?
The Next iPhone Will Have Intel Inside: Why Is Apple Replacing Qualcomm Chips?
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Intel ULNF64 Jun 14, 2016
So how does this impact Intels recent decision to exit the smart phone market and the HC reduction related to it?
Intel wSQW18 Jun 15, 2016
Exiting smartphones, not smartphone modems :). I didnt think we'd make a lot of money there anyway... Everyone besides apple is getting hammered. I'm pretty sure given new emphasis on 5G they didn't decimate the modem group like they did other orgs.
Intel Electro Jun 15, 2016
thanks for sharing your view on it.
I don't think it's that bad. From what I understand it's US AT&T iphones only. International and other US carriers remain QCOM. It's to remove QCOMs monopoly in the high end modem space. Apple will be able to negotiate better prices by sourcing both. Not losing the China/asian markets is huge since everything else is pretty much saturated from what I understand.