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Apple May Drop Qualcomm Chips

10/31/2017 02:01 PM EDT
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tb100
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Re: Verizon/Sprint CDMA upgrade schedule?
tb100   11/1/2017 3:53:21 PM
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Apple is certainly not going to give up the ability to sell phones to Verizon and Sprint (which both still use CDMA and probably will for a while).   The rumor I heard was that Intel was getting CDMA into their next modem chips.   

IanD
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Re: Verizon/Sprint CDMA upgrade schedule?
IanD   11/1/2017 7:26:14 AM
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A "Cellular IP" (modem) is not portable between one process and another because it includes all the full-custom RF analogue; if Apple wanted to "license Intel's cellular IP" they'd have to use Intel's process for their SoC, which is extremely unlikely.

So if Apple wanted to integrate a modem it would have to be in the same technology they use for their next SoC, probably TSMC 7FF+ for next year -- and I doubt that anyone will have a suitable qualified modem IP by then, so this will very likely be kept as a separate separate chip supplied from whoever can sell it to Apple the cheapest, either Intel or Mediatek.

Doug_S
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Verizon/Sprint CDMA upgrade schedule?
Doug_S   10/31/2017 4:46:15 PM
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The only reason they need Qualcomm is for CDMA support for Verizon and Sprint, anyone know their plans on how much of their network will still be CDMA versus LTE by this time next year? Even though I'm sure they won't be 100% upgraded, Apple may figure "close enough".

I'm a bit surprised at the mention of Mediatek. I assumed the whole point of working with Intel was that when they were able to drop CDMA they'd license Intel's cellular IP and include it on their SoC. They can't do that if they have are also sourcing from Mediatek. Maybe they aren't ready for that integration yet?

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