Tiernan Ray, helping us get the latest analyst perspective at Tech Trader Daily (both highly recommended):
Writes Mosesmann, Intel’s comments mean the company will probably get some “low-end” business from Apple starting next year:
We got multiple Valley datapoints that support Intel’s success at Apple with the new 7360 LTE mobile chip for 2016. At IDF, the Street got the opportunity to meet newly promoted GM of the Communications and Devices Group, Aicha Evans, who refreshingly and bluntly told the audience of analysts and investors that if Intel couldn’t get to scale in modems, it would basically be done. Our sense is that she knows it will have scale and Apple is that avenue. Tavis McCourt, who covers Apple and Qualcomm for Raymond James, views any Qualcomm competitor incursions into Apple as coming at the low end of the iPhone portfolio in 2016, and calls for flagship penetrations in 2017, at the earliest.
Why flag rumors, speculation, or developments like this? Anything related to processors (baseband processors in this case) and Apple is interesting.
Processors, in the abstract, are dense bundles of capability. They drive a large range of performance, efficiency, and design decisions in mobile devices.
Apple competes on many levels, and a primary one is hardware. In the context of processors, Apple advances the practical leading edge, in CPU, GPU, sensor hub and, potentially, baseband performance (think Apple Watch modem).
Any bit of information therefore, about what Apple may be ruling in / ruling out is interesting. Sometimes because it’s accurate. Other times because it simply gets you thinking or keeps you aware.