Intel's departure from the 5G modem business may have been dictated not just by Apple's settlement with Qualcomm, but its reported poaching of Intel's lead 5G modem developer earlier in 2019.
Apple was indeed in talks about potentially buying portions of Intel's cellular modem business in order to speed up its own internal modem development, a report claimed on Friday.
In reporting its first quarter financials for 2019, Intel CEO Bob Swan during a conference call on Thursday said the company expects to deliver 4G wireless modems to customers throughout the year, including a next-generation iPhone.
Slides of Qualcomm's opening arguments against Apple have been published, exposing more detail of Apple's long plan to hurt Qualcomm financially to force reduced modem chip payments.
Samsung this week said it intends to spend $116 billion by 2030 in order to beat the likes of Intel, Qualcomm, and TSMC for a lead role in logic chip manufacturing.
Qualcomm's share price still has some space for growth following the surprise settlement with Apple, Morgan Stanley suggests, with the price potentially able to grow by another 15% due to both supplying Apple with modems and being a central figure in the creation of 5G networks.
Apple analyst Ming-Chi Kuo has thrown his hat into the ring in regards to iPhone 5G predictions, and also suspects that it will be released in the second half of 2020, and it will have a big impact on sales.
Though in its court battles Apple argued that Qualcomm patents weren't any more valuable than those of companies like Ericsson and Huawei, in private the company praised them — and was aiming to sue Qualcomm as far back as 2014, according to newly-exposed documents.
This week on the AppleInsider Podcast, William and Victor close the books on the Qualcomm suit, Samsung has problems with a folding phone, and Facebook steals contacts from 1.5M people.
The settlement between Apple and Qualcomm to end lawsuits over patent licensing and infringement is costing Apple nearly $9 per iPhone on top of a single $6 billion payment, according to UBS.
Qualcomm has no intention of revealing how much it will benefit from a payment and licensing agreement reached with Apple at the start of a potentially expensive patent licensing trial, CEO Steve Mollenkopf advises, insisting the legal dispute is behind the two companies as they work on new products.
Without Apple buying its 5G modems in annual volumes greater than 200M units, Intel had little chance of staying afloat in competition with Qualcomm. However, the Open Handset Alliance of Android phone makers is the bigger casualty of the deal, because they're losing the strongest marketing point they've had to rival iPhones in ten years: exclusive access to Qualcomm's leading 5G modem chips.
Apple supplier Intel on Tuesday announced plans to exit the 5G smartphone modem business, with the decision arriving on the heels of a settlement reached in the wide sprawling Apple v. Qualcomm legal battle.
A surprise settlement in a years-long legal battle over licensing and patents has opened the door for Apple to adopt Qualcomm 5G modems, but the chips are not expected to reach iPhone until 2020.
Apple and Qualcomm have hammered out a deal, concluding a high-stakes patent licensing trial scheduled to start on Tuesday before it even really began.
After a year of maneuvering. Apple and Qualcomm are set to face off in Judge Gonzalo Curiel's courtroom starting on Tuesday afternoon. AppleInsider breaks down the developments of the last year, leading up to the trial.
Following Huawei CEO Ren Zhengfei's comments that the firm is "open" to making 5G chipsets for future iPhones, current chairman Ken Hu denies having had any conversation with Apple.
Apple's California case against Qualcomm got underway on Monday, with attorneys representing the companies taking a full day to winnow a panel of potential jurors down to nine people. After a scheduled five weeks of trial proceedings, the jury will render a verdict that could be worth tens of billions of dollars.
Huawei's CEO Ren Zhengfei has said that his company is open to selling 5G modems to Apple, a company that he praises for its mobile legacy and maintaining quality products for decades.
Qualcomm on Tuesday lost a court challenge against a European Commission request, which sought more data in its antitrust investigation of chip deals with companies like Apple.
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Mikey Campbell
Malcolm Owen
Mike Wuerthele
Victor Marks
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