SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Sequans, the investors board
SQNS 5.325+15.8%3:59 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: frmrVZguy7/5/2018 2:47:03 PM
   of 290
 
COMMENT: As Apple drops mmWave, Gig rated LTE-Advanced will be renamed 5G. Told Ya. CBRS will now become a 5G differentiator. Aggregation will become a common term and customers will become familiar with 2CA versus 3CA versus 4CA.

And... I remind you that Intel's XMM7560 and XMM7660 are both gig-rated due to aggregation protocols.

Why do SQNS owners care? PRESTIGE. We are leaders in aggregation technology despite current chips supporting only 2CA (300Mbps). GK has already tipped 3CA chips under development.

Today's over reaction is apparently based on this quote from Law360 a couple weeks ago:
law360.com
IPhone Chip Deal Loss Would Kill Intel 5G Plans, Atty Says By Chuck Stanley Law360 June 22, 2018-- Intel would likely ditch high-priority efforts to develop next-generation wireless technology if it were to lose a contract to supply mobile chips for the iPhone, even for only a year, a senior tech attorney for the company said Friday at an International Trade Commission patent case over Apple’s Intel-equipped handsets. Intel's supply agreement for baseband chips used in the iPhone serve as a foothold in the 4G LTE space, the loss of which would be “devastating” to a wireless revenue stream Intel relies on to support..

While there may still be another story developing at Apple regarding alternate sourcing of modems from MediaTek, today is a mmWave news event. It is not a failure by Intel to perform since there is not a QCOM mmWave modem either inside any iPhone. This is simply the public learning what I have been saying for over a year: mmWave energetics, and packaging, is a tech with limited application.

It is mystifying that CTech is failing to differentiate tech on the definition of 5G - as though they are trying to state that 7560 and 7660 are also booted from iPhones but this has been reported other places.
So, the truth behind today's iPhone news is that energetics, antenna packaging, and signal interference is too difficult in a tight package like an iPhone. CPE and hotspot devices are a completely different design with greater space for both shielding and batteries.
This is a true "I told you so" moment.
:sheesh:
:smh:

REFERENCES
9to5mac.com
Apple dropping Intel as radio chip supplier, killing off the product – report Ben Lovejoy - Jul. 5th 2018 4:03 am PT @benlovejoy A new report claims Apple has notified Intel that it will not use the chipmaker’s radio chips in its 2020 iPhones. It goes on to say that as Apple was the primary customer for the combined 5G, Wi-Fi and Bluetooth chip, Intel has now halted development of the product and disbanded the team working on it …
CTech cites both multiple sources and internal documents. "Intel will not provide 5G modems for Apple’s 2020 mobile devices, according to internal company communications reviewed by Calcalist, and people familiar with the matter. Apple has notified Intel it would not use a mobile modem developed by the chipmaker in its next-generation mobile device, Intel executives said in the communications. Further development of the modem component internally called “Sunny Peak” has been halted and the Intel team that’s working on the product will be redirected to other efforts, the executives said."

original article calcalistech.com

m.calcalistech.com
Opinion
No Payout Yet for Intel's 5G Gamble
If working with Apple is a benchmark of quality, the company’s decision to drop Intel as a provider is a warning sign and could influence other Intel customers
Omer Kabir 13:35 05.07.18....

engadget.com
Intel's PC concept 'hides' a 5G antenna in a plump kickstand The design is supposed to prevent signal interference, which is crucial with millimeter waves. Cherlynn Low, @cherlynnlow 02.28.18 in Personal Computing

Intel's 5G page iq.intel.com

blogs.intel.com
PAVING THE ROAD TO 5G MOBILE SERVICES Written by Asha Keddy | February 22, 2016...
ABOUT ASHA KEDDY Asha Keddy is a vice president in Intel?s Mobile and Communications Group and General Manager of the company?s Standards and Advanced Technology team. She is responsible for driving Intel?s innovation and industry standards around mobile communications, including the investigation and development of future technologies, ecosystem intelligence and collaborations, and translating these into Intel products... Ms. Keddy has more than 17 years? experience leading and managing wireless and mobile broadband technology and product areas, including the scaling of Intel?s WiMAX products to multiple operators and Telcos... Keddy obtained a B.E. degree in Computer Engineering from Bombay University, India and a M.S. degree in Computer Science from Clemson University...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext