IntelUser2000
Elite Member
- Oct 14, 2003
- 8,686
- 3,785
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I doubt the modems are that low margin. Margins aren't really the problem. Apple has lower margins than Intel but many times more revenue. The focus on margins was what lost the original iPhone deal because they believed the volume wouldn't be there. At potential 200 million sales, they won't be complaining.
The biggest issue is modems bring in small revenue.
Working with Apple has other benefits like learning how mobile markets work, and how to make power efficient silicon. We might see them using the same modem across broader segments like in their own products. Expect to see on-package LTE effort to expand.
The biggest issue is modems bring in small revenue.
Working with Apple has other benefits like learning how mobile markets work, and how to make power efficient silicon. We might see them using the same modem across broader segments like in their own products. Expect to see on-package LTE effort to expand.