KGI: Intel could be the exclusive LTE modem supplier for 2018 iPhones
KGI Securities released the latest comment to Apple investors w/ an accent over the deliveries of LTE modems in the 2018 iPhones. According to Ming-Chi Kuo, Apple is going to ditch the Qualcomm platforms for the latest Intel XMM 7560 that supports both GSM and CDMA.
Apple cutting supply from the San Diego company and switching to Intel completely means there could be one iPhone model that works w/ all four major US carriers - AT&T, Verizon, T-Mobile, and Sprint. The split is also a logical gait for the two companies that are entangled in a cluster of lawsuits.
Kuo added that diversification of the deliveries is not off the timetable and the two companies might decide to composition together in exchange for concessions in the business patent war. Apparently, Qualcomm is expecting a denunciation demand from Apple, and that’s one of the reasons for the accost with 6 Chinese manufacturers, announced 10 days ago.
All triplet new iPhones - iPhone 8, iPhone 8 Plus, iPhone X support 2x2 MIMO technology, while the expected triplet devices in 2018 spirit finally have 4x4 MIMO that will bring nicely faster LTE speeds.
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