Vijay Nagarajan

Infineon, Marvell and the iPhone

WiFiguy, Thanks for the Tavor link. I will be cautious about Marvell and Apple. I reiterate, I see Marvell a possibility only in a second iPhone design. Also, it is not a question of 'not being able to refuse' but also about platform stability, testing etc. All that takes time..

XXa, I think you are confusing between the application processor and baseband processor capabilities. And there is a difference between chip and chipset..Broadcom does not have all the features you mentioned in a single chip! No one does. I will still stick to Infineon for the reasons I have been stating all along. Maybe I am stubborn:) but I am yet to see a valid counter-argument against the Infineon chipset. I may be wrong though!

You should also remember that Apple will make design decisions if it makes economic sense only. The first version did not have 3G but was a wildly successful product despite the array of 3G devices it was up against. So, Steve will not necessarily go with the best chipset there. He would rather decide it based on the value for his money.

Vijay

3G iPhone and WiMAX: Another Sensational Rumor?

Mike, Appreciate your note. Point noted as well. I meant to say 'defuse'. It was a genuine error from my side and will be corrected.

Vijay

Apple's 10 Million iPhone Target

I agree that 10 million does not say much about Apple's profits. I expect there will be another price cut on the 2G product when the 3G iPhone comes along. But we should not discount the market share that Apple will capture. That is a non-trivial positive side-effect of the 10 million target. Besides, my hunch is that Apple will come up with a innovative range of phones in the years to come helping grow its market share. So, there is certainly optimism on that front.