Apple hired away Intel's 5G modem lead just prior to Qualcomm settlement
Intel's departure from the 5G modem business may have been dictated not just by Apple's settlement with Qualcomm, but its reported poaching of Intel's lead 5G modem developer earlier in 2019.
Apple recruited Umashankar Thyagarajan in February, no more than two months before the Qualcomm settlement, The Telegraph said on Sunday, citing a leaked email involving Intel executives Messay Amerga and Abhay Joshi. Thyagarajan is said to have been essential to the development of Intel's 4G modem for 2018 iPhones, and a project engineer for the 5G-capable XMM 8160.
With him gone, Intel was allegedly forced to "reshuffle" 5G development. The chipmaker announced its departure from 5G modems the same day as the Apple v. Qualcomm deal.
It's widely believed that Apple was unhappy with the pace of Intel's 5G work. Some 5G-ready smartphones are already on the market, yet analysts noted that Apple was rapidly approaching a deadline for picking a 5G supplier for 2020 iPhones, never mind 2019 models.
That may have been a key or even overriding factor in the movement towards a settlement. Recently however evidence from the Apple v. Qualcomm trial was made public, revealing that Apple had a years-long goal of reducing its royalty payments. To achieve that Apple intended to "hurt Qualcomm financially," "put Qualcomm's licensing model at risk," and even deliberately license low-cost patents to make Qualcomm's demands look excessive.
Apple is thought to be designing its own 5G modem under senior hardware VP Johny Srouji. That likely won't reach shipping iPhones until 2021 at the earliest.
Apple recruited Umashankar Thyagarajan in February, no more than two months before the Qualcomm settlement, The Telegraph said on Sunday, citing a leaked email involving Intel executives Messay Amerga and Abhay Joshi. Thyagarajan is said to have been essential to the development of Intel's 4G modem for 2018 iPhones, and a project engineer for the 5G-capable XMM 8160.
With him gone, Intel was allegedly forced to "reshuffle" 5G development. The chipmaker announced its departure from 5G modems the same day as the Apple v. Qualcomm deal.
It's widely believed that Apple was unhappy with the pace of Intel's 5G work. Some 5G-ready smartphones are already on the market, yet analysts noted that Apple was rapidly approaching a deadline for picking a 5G supplier for 2020 iPhones, never mind 2019 models.
That may have been a key or even overriding factor in the movement towards a settlement. Recently however evidence from the Apple v. Qualcomm trial was made public, revealing that Apple had a years-long goal of reducing its royalty payments. To achieve that Apple intended to "hurt Qualcomm financially," "put Qualcomm's licensing model at risk," and even deliberately license low-cost patents to make Qualcomm's demands look excessive.
Apple is thought to be designing its own 5G modem under senior hardware VP Johny Srouji. That likely won't reach shipping iPhones until 2021 at the earliest.
Comments
Tim Cook: "Give it to use straight. Can Intel deliver the 5G modem?"
Thyagarajan:
/stares around meeting room {pauses a beat}
/pantomime's hanging one's self
Tim Cook: {sighs heavily} "Can somebody get f@#$%&! Qualcomm on the line."
But seriously this is interesting. I'd guess his opinion of Intel's 5G efforts had a strong influence on Apple's decision to settle with Qualcomm. As a key figure in Intel's development, he would be able to give an unvarnished assessment of Intel's chances of success with delivering a 5G mobile modem and delivering it on time.
Totally agree. Wonder if they’re thinking about merging them somehow..?
Except that isn't true. There's a couple of devices I've seen where setup/changing things/admin stuff is approaching what Apple achieved so many years ago now, and of course the technology generally has improved, but a device that has a user interface better than Apple's? I'll believe it when I see it, and I haven't yet.
If Apple made (or assisted a partner in making) a super-secure fully-encrypted mesh network router? Even if it wasn't a huge seller, it would be easy money and enhance the reputation of Apple as being more secure than rivals. Router hacks are the simplest attack vector out there, and most people don't lock their routers down sufficiently because the web interface (still used by most routers, especially cheap ones) is a hodge-podge of bad design, archaic terms, and cryptic options. Get your grandmother to configure port forwarding for her encrypted video chats and then we'll talk. I think Apple would do quite well with a revived AirPort line.
Except that isn't true. There's a couple of devices I've seen where setup/changing things/admin stuff is approaching what Apple achieved so many years ago now, and of course the technology generally has improved, but a device that has a user interface better than Apple's? I'll believe it when I see it, and I haven't yet.
If Apple made (or assisted a partner in making) a super-secure fully-encrypted mesh network router? Even if it wasn't a huge seller, it would be easy money and enhance the reputation of Apple as being more secure than rivals. Router hacks are the simplest attack vector out there, and most people don't lock their routers down sufficiently because the web interface (still used by most routers, especially cheap ones) is a hodge-podge of bad design, archaic terms, and cryptic options. Get your grandmother to configure port forwarding for her encrypted video chats and then we'll talk. I think Apple would do quite well with a revived AirPort line.
But, why would she be doing that?
Missandei: "You stand in the presence of Umashankar Stormborn of House Thyagarajan, rightful heir to the Iron Throne, rightful Queen of the Andals and the First Men, Protector of the Seven Kingdoms, the Mother of Dragons, the Khaleesi of the Great Grass Sea, the Unburnt, the Breaker of Chains."
Jony Ive: ”This is Tim Cook.”
(This whole wireless modem thing has been an embarrassment for Intel that I am sure they are quite happy to be rid of.)