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Tag - Infineon
(Updated to change "Infineon" references to "Intel Mobile Communications") Intel Mobile Communications is looking to return to producing cellular baseband chips for Apple products, claims Cowen and Company's Timothy Acuri. The analyst says that while Qualcomm currently provides the baseband for Apple devices -- and is expected to hold orders for the rest of 2014 -- talks between Apple and Intel are accelerating regarding inclusion in 2015 iPhones. Acuri suggests that Apple has "re-embraced" Intel, although he also speculates that it may simply be trying to extract better prices from Qualcomm.
Apple received important ammunition on Thursday in its defense against Samsung's Australian lawsuit over the iPhone. Both Infineon's owner Intel as well as Qualcomm have both provided source code for their 3G implementations. Apple hopes to show that it's not violating Samsung's 3G patents and will likely try to argue for patent exhaustion, or the idea that the patents' license don't extend further than ann immediate grant to someone else.
Intel has managed to not only hold on to but widen its lead as the world's largest chip designer in the past year, iSuppli determined Monday. By revenue, Intel had seen its revenue in 2011 go up over 20 percent to $48.7 billion dollars despite the effect of the iPad and other tablets. ARM's champion, Samsung, had moved just over half a point to $28.6 billion.
A District Court in The Hague ruled Wednesday that Samsung could no longer try to sue Apple over 3G. The partial decision reaffirmed a view that Samsung can't sue as long as Apple is willing to reach a licensing deal for 3G. Apple previously said it was willing to take a license but objected to Samsung's offered terms as allegedly unreasonable.
Intel in a rare step gave a hands-on test of its Medfield-based Atom phone and tablet reference designs to MIT. The institute's Technology Review in testing the Android 2.3-based phone called it "powerful and pleasing," noting that it could play "Blu-ray-quality" video with wireless TV streaming and could shoot burst photos at up to 15FPS for 10 shots. It was "on a par" with newer Android and iPhone hardware, according to the close look.
Intel later on Wednesday confirmed talk that it was uniting divisions to boost its poor standing in mobile. The mobile communications, mobile wireless, netbook and tablet, and ultramobile groups under one single mobile and communications group. It would be headed up by Mike Bell, a former iPhone team member who left Apple in 2010, and by ex-Infineon veteran Hermann Eul.
A new cost breakdown by IHS iSuppli has given more definitive raw parts costs for the iPhone 4S. A 16GB version of the phone is estimated to cost about $188, or within 50 cents of last year's model when it was new. The switch from an Infineon (now part of Intel) chip to the dual-mode Qualcomm chip had little impact on the cellular chipset, which in total cost about $14 to $15.
Apple quietly submitted an ex parte application (below) that it hoped could nullify Samsung's 3G patent countersuits. The filing would let it demand information of Qualcomm to prove that it already had the right to Samsung's 3G patents without having to pay Samsung directly. Qualcomm supplies cellular chipsets for both the CDMA iPhone 4 and every iPhone 4S and, theoretically, is already paying Samsung an amount that would exempt Apple of any cost of its own.
Samsung is holding Apple "hostage" by asking for 2.4 percent on each 3G chip used in the iPad and iPhone, Apple argued in a court hearing in The Hague over Samsung's new counterclaims. Revealing what was supposed to be a confidential term, it said Samsung was deliberately misusing both the royalty rate and the responsibility for its payment to try and oppose Apple's lawsuit, according to Webwereld reporter Andreas Udo de Haes. The company didn't ask for payments at all until 2010, and during talks deliberately violated FRAND (fair, reasonable, and non-discriminatory) licensing terms by excluding Apple from a license for the Qualcomm chipsets used in the CDMA iPhone 4 and, presumably future iPhone models.
Both Apple and Intel have been cleared to bid in Nortel's vital wireless patent auction, contacts slipped out on Friday. After investigations, both have been allowed to go ahead. Ericsson had also been greenlit, according to the Wall Street Journal, and was being accompanied by RPX, a proxy company that buys patents to avoid them being used against its clients.