New iPhone baseband order exposure: Intel alone

After leaving the heavy customer of Apple, Qualcomm is very sad, but it will not be particularly painful. After all, there are many domestic mobile phones to support, but even then they are quite uncomfortable.

According to industry chain reports, in this year's supply of new-generation iPhones, Apple is still the main force in the selection of basebands. Of course, they are unable to completely abandon Qualcomm at this stage, and the order ratio of the two companies is greatly changed. : 3, which means that Qualcomm can provide 30% of baseband orders for the new iPhone.

Now for Intel, the biggest problem is that after the order is over, they have some problems with the production capacity. It is said that the current yield rate intelligence guarantees half of the orders (because it must be issued in advance, so the schedule is forced to advance), but They are confident that they will solve the problem this summer and will not delay the shipment of the new iPhone.

Starting from the iPhone 7, after Apple introduced Intel to the baseband, it increased their proportions year by year. Of course, Intel should not be overly happy. For the time being, they are only used to fight back high GM.

According to Apple's plan, all major chips must be developed on their own. It has to be said that Intel's strength in baseband is different from that of Qualcomm. However, Apple artificially limits their performance, which is not worthwhile to users. happy.

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