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Ashraf Eassa  

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

    Broxton will not integrate a baseband, but SoFIA LTE 2/SoFIA MID will probably be 7460-derived.

    --AE
    Mar 23, 2015. 10:48 PM | Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    vector_us

    Older roadmaps floating on the web show 7460 on 14nm, but also keep in mind that Intel says that 14nm integrated SoCs will come in 2016. They will need to have their modem IP on 14nm by then if they are to hit this goal :)

    --AE
    Mar 23, 2015. 08:44 PM | 4 Likes Like |Link to Comment
  • 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
  • Apple Investors Take Note - Samsung And Xiaomi Are On The Attack [View article]
    mikem0309

    I really, truly, sincerely hope that you are not being serious. Risking a significant portion of your retirement money shorting any stock, especially in a bull market, is very dangerous.

    If you are being serious, I hope that you can rebuild your retirement.

    --AE
    Feb 25, 2015. 09:25 AM | 1 Like Like |Link to Comment
  • Apple Investors Take Note - Samsung And Xiaomi Are On The Attack [View article]
    It'll be very interesting to see if the GS6 will be able to take back share from iPhone 6. It should be impressive on paper, but the GS5 was too, and the "lowly" iPhone 5s (tiny screen and all) outsold it.

    We'll see over the next 3-6 months :)

    --AE
    Feb 22, 2015. 10:40 AM | 22 Likes Like |Link to Comment
  • Apple: Ditching Intel Processors Would Be Disastrous [View article]
    David

    "It's a virtuous cycle. As long as Apple keeps producing better and better A8's, A9's, and A10's for iPads and iPhones, they essentially guarantee that Intel will be forced to produce lower and lower cost, more capable, lower power processors like Broadwell and Skylake. If Intel keeps improving and lowering the cost, as they have, Apple Macs will continue to put Intel inside."

    Bingo.

    --AE
    Jan 15, 2015. 12:11 AM | 5 Likes Like |Link to Comment
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