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Ashraf Eassa  

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  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    trader_xx

    I think for Intel to make real progress in mobile, it needs to be winning designs with competitive integrated apps processors + SoCs. Being one supplier to Apple for modems is nice and all, but that's not going to pay the bills long term, IMO.

    --AE
    Mar 23, 2015. 05:49 PM | 1 Like Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    Always a pleasure :)

    --AE
    Mar 23, 2015. 05:09 PM | 1 Like Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    Alex

    The modems and transceiver are separate chips; they are not IP licensed to Apple.

    That said, don't get me wrong: I agree fully with your basic premise that Apple would benefit from playing Qualcomm and Intel against each other. This gets Apple better pricing on more competitive parts.

    Apple is a supply chain master, after all :)

    --AE
    Mar 23, 2015. 04:22 PM | 2 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    Alex

    "The QTL revenue per chip is still up for debate, because Intel may have competitive designs that don't require them to pay royalties. "

    Nooo! There is no "QTL revenue per chip"; QTL revenue is based on devices. It literally has zero to do with the chip.

    Like I keep saying, it's the device makers that pay these royalties, not competing chip makers.

    --AE
    Mar 23, 2015. 04:17 PM | 2 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    Alex

    "Ashraf, prove it. Show me where Intel pays Qualcomm these royalties?"

    Didn't say Intel did. I said the device vendor does. Please pay attention to what I am actually saying.

    --AE
    Mar 23, 2015. 04:10 PM | 4 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    Alex

    "If competition would yield revenue, why does Qualcomm anticipate the loss of revenue from competing platforms. Sounds like you're contradicting yourself. You heard it from Ashraf first, "losing chip volume to Intel will = more revenue for Qualcomm.""

    I still don't think you are understanding what I am trying to say.

    When a company like Apple sells a phone, REGARDLESS of the chip inside of it, Apple must pay Qualcomm a cut of the selling price of the device by virtue of the fact that it connects to a 3G/4G network. This is revenue recognized by QTL.

    If Qualcomm happens to sell chips to Apple, like the modem, then Apple pays Qualcomm for those chips.

    If Intel sells a modem to Apple, that doesn't change the fact that the device still connects to a 3G/4G modem and thus still bears royalties to Qualcomm's QTL. To be clear, Apple (or whomever sells the end device) is paying the royalties in this case.

    --AE
    Mar 23, 2015. 04:07 PM | 2 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    7360 is TSMC. 7460 is 14nm FinFET.

    --AE
    Mar 23, 2015. 02:27 PM | 4 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    thomas.tintin

    You're welcome.

    --AE
    Mar 23, 2015. 02:25 PM | 4 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    Alex

    "No you're wrong, Apple has been using Qualcomm modems for ages now. They either pay directly to Qualcomm for the full value, or they license the technology, but in either case, it's one of Qualcomm's higher revenue products regardless of whether it fell under QTL or QCT revenue."

    Wow. Uh, no, that's not how this works *at all*.

    The licensing revenue is a fee that device makers have to pay Qualcomm as a percentage of the selling prices of the devices. This fee is paid simply because the device makers are making phones that connect via 3G/4G. This has nothing to do with the chip inside of it.

    Whatever modem you use, whether it's from Intel, MediaTek, Marvell, whomever...doesn't matter. If you are selling a phone with 3G and/or 4G capability, you are paying Qualcomm a royalty per device sold.

    --AE
    Mar 23, 2015. 02:19 PM | 17 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    " and quite frankly Apple licenses from Qualcomm (NASDAQ:QCOM) when it comes to the modem and RF transceiver and various other IP pertaining to connectivity."

    No, Apple buys chips from Qualcomm. It doesn't "license" the modem and RF transceiver.

    "Qualcomm's business could have difficulty with reporting top line growth as modems have the highest ASPs and margins."

    No. Qualcomm has specifically talked about how its thin modems (that's standalone modems) typically carry lower ASPs (and raw gross profit margin dollars) than integrated Snapdragon processors.

    --AE
    Mar 23, 2015. 02:15 PM | 4 Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    Moore's Law has little to do with physics, and everything to do with cost :)

    --AE
    Mar 23, 2015. 10:26 AM | 5 Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    Enjoyed reading this. Thanks for writing, Bruce!

    --AE
    Mar 22, 2015. 08:22 AM | 6 Likes Like |Link to Comment
  • Intel: What The Company Will Show At Mobile World Congress [View article]
    "My $100k Roth (started in 2013) is now down to $250k from a high of $855k. Last year the low was $105k after it had reached $650k."

    That's still a pretty incredible rate of return...:)

    --AE
    Mar 19, 2015. 05:05 PM | 7 Likes Like |Link to Comment
  • Intel: What The Company Will Show At Mobile World Congress [View article]
    trader_xx

    Well, I'm actually more interested in his trading strategy here. Did he take profits at $35+, or has he been riding the investment without taking profits along the way?

    Definitely would get a read from me if such an article were published!

    --AE
    Mar 18, 2015. 11:14 AM | 3 Likes Like |Link to Comment
  • Intel: What The Company Will Show At Mobile World Congress [View article]
    Bruce

    I'm really curious as to what the current return on that $100K worth of LEAPs is so far...

    --AE
    Mar 18, 2015. 08:39 AM | 5 Likes Like |Link to Comment
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