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Some analysts in Europe are speculating that Infineon (IFX) has won the design (for both baseband and RD chips) for the most speculated handset of 200, Apple's (AAPL) iPhone.

One analyst from Citigroup writes: "our checks suggest IFX has a design win with a NEW 2007 entrant into handset market." Another one from ABN writes: "we believe Infineon's new platform customer is, in fact, Apple."

Moreover, this is an extract from last week's Infineon conference call:

Q - Janardan Menon, Dresdner Kleinwort Wasserstein

The new significant design customer you have got, apart from Panasonic and LG Electronics, in which quarter can we expect that that customer’s volumes will start to make a difference in your comms business? Would that be in fiscal Q3, do you think, or would it be earlier or later?

A - Wolfgang Ziebart

This is very difficult for me to answer because we have very strict confidentiality agreements on this. I think it is safe to say that it will certainly be in this fiscal year.

Q - Janardan Menon, Dresdner Kleinwort Wasserstein

Okay. Just a last question – the two major OEMs who have selected you for 3G EDGE RF transceivers, we know that Nokia and Samsung are your customers already. Are those two included or are these new customers effectively?

A - Wolfgang Ziebart

There are also new customers and one of the existing customers.

 .....

A – Peter Fischl

Yes. Coming back to your new design wins, one new OEM for EDGE platforms plus RF 3G as well - will this have any impact in the March quarter which you think could lead the March quarter for CBG to be better than seasonal? I know that it’s early days but you probably already have some visibility for volumes there for March.

A - Wolfgang Ziebart

This is the next attempt to find out when this new customer is going to ramp. I beg your pardon, but I have to be very strict on the confidentially here on when this customer is going to ramp. For other customers like LG for example, of course we expect that they’ll bring more and more models to the market and we consequently expect our revenues with this customer to grow.

....

Q - Sandeep Deshpande – JP Morgan

There was a previous question regarding some of these new design wins. You have mentioned that you have achieved a new design win for a 3G mobile phone platform. Is this one of those design wins which will result in the return of your business to profitability?

A - Wolfgang Ziebart

All the design wins are a piece in the picture towards regaining profitability in this one. The mentioned design for 3G is a sequel success to the already launched devices.

Q - Sandeep Deshpande – JP Morgan

Can you repeat that? I didn’t get it.

A - Wolfgang Ziebart

The mentioned design win for 3G is an additional platform for an existing customer. So it shows our strength and the trust the customer has in the quality of our solution.

Disclosure: Author has no position in stocks mentioned

Source: Did Infineon Win the Apple iPhone Design Contract?