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Technology Stocks : ASML Holding NV
ASML 175.22-0.5%Oct 20 8:10 PM EDTNews

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From: BeenRetired10/2/2017 10:02:46 AM
   of 4535
 

"Gigabit LTE...will be deployed or trailed by 26 operators"..........................................................

"sampled the X20 Category 18 modem with 1.2Gbps maximum speed". 10nm X20.

Mobile, unlike WinTel PC, is fiercely competitive. Where all the shrink and bit intensity will come from.
RISC guys hungry for PC and server share. Creative destruction on steroids.

Just the start.

ASML.


This is an excellent specification, at least for Apple, and is only two years behind what Qualcomm offers today. Intel promised to launch the XMM 7560 its first Gigabit LTE modem next year, but Qualcomm has already announced and sampled the X20 Category 18 modem with 1.2Gbps maximum speed. The new XMM 7560 will support CDMA but back in late February 2017, at the Mobile World Congress, it was confirmed to us by Intel employees that this modem won’t show up until 2018.

iPhone X will share the same wireless limitations. It will use the same Intel XMM 7480 that goes up to 600 Mbps and Qualcomm MDM 9655 Snapdragon X16 capable of 1 Gigabit LTE but capped to 600 Mbps, again the common denominator tactics.

So what Tim Cook proclaimed as the best phone ever can't even support the Gigabit LTE technology that will be deployed or trailed by 26 operators in 18 countries in 2017. The US is active with Gigabit LTE and all providers are doing trials and deploying as we speak. iPhone X will be far behind its Android competition including the Galaxy S8, Note 8 phones and the usual suspects including HTC U11, upcoming Pixel 2, Xiaomi Mi6, Mi Mix 2 phones, Sony XZ Premium as well as Moto Z2 force edition.
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