Intel exits 5G smartphone modem business on heels of Apple-Qualcomm settlement

2»

Comments

  • Reply 21 of 29
    GG1GG1 Posts: 483member
    I will choose to believe that QC came to the table and gave them a fixed licensing deal. Apple was not going to budge on the whole % of device cost, which makes tons of sense. Qualcomm can pull that garbage with other companies because those other companies are selling much cheaper devices. Also I bet there's no way that Samsung pays for a percentage of the cost of the device. I think in the future Apple will start building cellular modems into the A series chips and you'll start to see MacBooks, even iMacs and HomePods with cellular modems in them. I suspect in the future we'll see cell carriers try to replace landline connections.

    I also wouldn't be surprised if Apple pitched their own NMVO or some sort of deal with carriers where you could sign up to put your Mac online temporarily on your cellular plan when your home internet goes out. For a lot of people this wouldn't be a selling point but for some people with crappy local wired connections it could be a big selling point. Also in big cities it might make sense for some people to even put their whole home on a fixed cellular internet plan. (Assuming carriers start offering something much closer to unlimited data.

    I'm really hoping that Apple got the better fo QC though, their business practices are just awful.
    This seems like the most plausible case to me. Probably licensing was included for Apple's rumored modem chip.

    But as many posters have pointed out, we don't know the details yet. I hope AI follows up on this story when/if the details come out.
  • Reply 22 of 29
    gatorguygatorguy Posts: 24,350member
    GG1 said:
    I will choose to believe that QC came to the table and gave them a fixed licensing deal. Apple was not going to budge on the whole % of device cost, which makes tons of sense. Qualcomm can pull that garbage with other companies because those other companies are selling much cheaper devices. Also I bet there's no way that Samsung pays for a percentage of the cost of the device. I think in the future Apple will start building cellular modems into the A series chips and you'll start to see MacBooks, even iMacs and HomePods with cellular modems in them. I suspect in the future we'll see cell carriers try to replace landline connections.

    I also wouldn't be surprised if Apple pitched their own NMVO or some sort of deal with carriers where you could sign up to put your Mac online temporarily on your cellular plan when your home internet goes out. For a lot of people this wouldn't be a selling point but for some people with crappy local wired connections it could be a big selling point. Also in big cities it might make sense for some people to even put their whole home on a fixed cellular internet plan. (Assuming carriers start offering something much closer to unlimited data.

    I'm really hoping that Apple got the better fo QC though, their business practices are just awful.
    This seems like the most plausible case to me. Probably licensing was included for Apple's rumored modem chip.

    But as many posters have pointed out, we don't know the details yet. I hope AI follows up on this story when/if the details come out.
    Oh, I'm quite certain they will :)
  • Reply 23 of 29
    rogifan_newrogifan_new Posts: 4,297member
    Wall Street apparently sees this as good news for both Qualcomm and Intel. Qualcomm stock is up 11% pre-market. Intel up 4%. Apple is basically flat.
  • Reply 24 of 29
    larryjwlarryjw Posts: 1,031member
    Well, Intel is only canning the 5G modem side. They’re still in the 5G industry.

    Part of the negotiated agreement is Apple will delay building their own 5G chip, redirect some of those employees to other projects, QCOM agreed to Apple demand to give Apple first dibs. 

    Apple will also contract with Huawei to use their 5G modems in iPhones destined for China, else China will not allow Apple to sell their devices there. 
    lostkiwi
  • Reply 25 of 29
    HsdonnHsdonn Posts: 5member
    asdasd said:

    So what caused what here? Qualcomm securing a deal causes intel to abandon 5G, or intel tell Apple they have no interest a few days ago and Apple rush to a deal? 

    And epic fail by a once great company. 
    Intel not able to deliver 5g chipsets on time, which makes Apple turn to Qualcomm to get 5g chipsets. Had Intel been able to supply Apple 5g chipsets on time, I don't see why Apple would turn to Qualcomm. Apple made a huge mistake in terms of strategy: it should have made sure that it will have 5g chipsets secured before beefing with Qualcomm. But of course, in 2016 they were to shortsighted to forsee that.
  • Reply 26 of 29
    chasmchasm Posts: 3,378member
    I guess this means I may be getting a 5G iPhone earlier than 2021 now.
    Let's just say I doubt that "5G" will be truly ubiquitous (even in most big cities) a year from now, and leave it at that. It's definitely not a reason to buy a new phone if you don't need one that year. I'm also a bit dismayed about reports that resellers/manufacturers are using "5G" as an excuse to raise prices on some phones.
  • Reply 27 of 29
    avon b7avon b7 Posts: 7,815member
    chasm said:
    I guess this means I may be getting a 5G iPhone earlier than 2021 now.
    Let's just say I doubt that "5G" will be truly ubiquitous (even in most big cities) a year from now, and leave it at that. It's definitely not a reason to buy a new phone if you don't need one that year. I'm also a bit dismayed about reports that resellers/manufacturers are using "5G" as an excuse to raise prices on some phones.
    Initially, I think they won't be cheap but prices should drop very quickly,:

    https://www.businessinsider.es/huawei-promises-600-5g-smartphone-half-price-2019-4?r=US&IR=T
  • Reply 28 of 29
    Intel just sucks more and more these days it seems.  10nm was a disaster...
  • Reply 29 of 29
    wood1208wood1208 Posts: 2,919member
    Intel exited 5G "smartphone" business but is still in 5G wireless business. This means Intel won't provide 5G smartphone modem which has stringent power and performance requirements but not same requirements for other purpose like 5G modem in car or 5G modem in end stations in data center or 5G home router..
    edited April 2019
Sign In or Register to comment.