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Analyst: Infineon exits cell IC market just in time

8/31/2010 11:57 PM EDT
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bobly
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re: Analyst: Infineon exits cell IC market just in time
bobly   9/3/2010 3:34:42 AM
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Honhai is Apple's major contract manufacturer. The Infineon chips HH buys ends up in Apple products. So Apple is "key".

WSOCT
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re: Analyst: Infineon exits cell IC market just in time
WSOCT   9/3/2010 1:29:33 AM
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I wholeheartedly agree. Infineon is lucky to exit the cell IC market just in time given its impending deal with Intel. Infineonís cell IC ambitions would have surely suffered due to the strained relationship between these two technology giants. Apple has already signed a deal with Qualcomm for its upcoming CDMA-based iPhone. With Intel scooping up Infineon, it will be interesting to watch the Apple-Infineon relationship business. Whatever be the case, Infineonís exit from the cell IC market will prove to be a winning move for Intel. - Keith Schaub

justatoms
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re: Analyst: Infineon exits cell IC market just in time
justatoms   9/2/2010 10:03:29 AM
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From same Infineon 2009 annual report: 240M RF transceivers sold. iPhones sold in 2009: 21M (Wikipedia)

justatoms
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re: Analyst: Infineon exits cell IC market just in time
justatoms   9/2/2010 9:06:43 AM
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You are correct: http://www.eetimes.com/electronics-news/4075981/Video-Infineon-CEO-bets-on-cellular-clean-tech at 2:03 into the interview.

eewiz
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re: Analyst: Infineon exits cell IC market just in time
eewiz   9/2/2010 4:33:42 AM
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Well the point made is not that CDMA user base is huge. But Once Apple *re-designs* its hardware around a qualcomm chipset for CDMA, What is the point of having a new design for normal 3G/4G when the qualcomm CDMA chip based design can be easily adapted for normal 3G? Most of the qualcomm chipsets have similar interfaces or have integrated 3G support. BTW Qualcomm does have GSM/EDGE support in its 3G chipsets.

eewiz
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re: Analyst: Infineon exits cell IC market just in time
eewiz   9/2/2010 4:26:31 AM
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I guess its not that Apple is not a key customer, but because they doesnt want its suppliers to publicly announce the relationships. Infineon CEO once acknowledged this in an EETimes Interview.

rficPDX
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re: Analyst: Infineon exits cell IC market just in time
rficPDX   9/2/2010 12:08:40 AM
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I always have a laugh when someone tells me how important the CDMA business is to Apple's iPhone. Give me a break, it's half the US mobile subscriber base. End of story. And, let's face it, 3G continues to rely upon its 2G/2G+ safety net in pretty much every geography. So the notion that Qualcomm will somehow "eat into" the Infineon footprint in iPhone is simply flawed, as Qualcomm doesn't have a competitive GSM/EDGE capability in its 3G handsets. Spend some time looking at the network icon on your 3G handset. Notice how much it's in 2G/2G+ mode, regardless of Verizon, Sprint, AT&T or T-Mobile. Then tell me Qualcomm is going to hurt Intel's newly-bought iPhone share. Certainly Apple is key. How much press did Infineon get for its Panasonic sockets? TriQuint got new life with the stock market analysts when it won 3G front end sockets in iPhone.

justatoms
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re: Analyst: Infineon exits cell IC market just in time
justatoms   9/1/2010 9:32:43 PM
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Infineon's 2009 annual report lists WSL's key customer's (in alphabetical order): Ericsson, Hon Hai, Huawei, LG, Nokia, Panasonic, RIM, Samsung, SE and ZTE. Apple maybe not so key?

elctrnx_lyf
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re: Analyst: Infineon exits cell IC market just in time
elctrnx_lyf   9/1/2010 9:15:04 AM
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This opinion is really good and such a critic opinion is important to rethink the strategies for any companies. I do feel Apple will definitely try to enter into the CDMA market since there isn't much left to do for Apple to sell more iphones. But when we compare the market of CDMA with GSM it is definitely much smaller and the future of the mobile technology is already in LTE which can provide mobile broadband experience. I don't think Intel should worry much about Apple because it is not the only customer for Infenion WLS products. Anyone have data for the sales distributions of WLS to different customers?

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