|Another day, another deal. AAPL signs Broadcom to exclusive 2-yr supply deal. That's 5 years exclusivity to date per news|
IDK about prior years but call this a win for AVGO.
We were tipped bt CalCaListTech earlier (below)
SEQUANS holders care because it tips who is the LEADER in UNLICENSED radio and thus who we should be watching as LTE-over-unlicensed RAN gains new business.
This isn't growth in carrier TAM, this is a new TAM - unregulated private wireless.
Does this company need a partner?
Broadcom discloses new Apple deal, stock rises Jeremy C. Owens
2019-06-10 Broadcom Inc. AVGO, disclosed Monday afternoon that it has landed a two-year deal with Apple Inc. to provide some components, sending shares higher in after-hours trading. In a filing with the Securities and Exchange Commission, Broadcom said that it had agreed to supply radio-frequency components for smartphones, tablets and smartwatches, and that Apple said it intends to rely solely on Broadcom for the components as long as the company can meet commitments for quantity and quality...
Broadcom Becoming More Valuable to Apple, With Caveats, Says RBC By Tiernan Ray March 23, 2016 Chip maker Broadcom (AVGO) is becoming a more valuable part of Apple’s (AAPL) supply chain for the company’s iPhone, according to a note this morning from Amit Daryanani with RBC Capital Markets... the 10-Q filing of Broadcom for the three months ended in January...: "We have entered into a three-year supply arrangement with Apple to supply them with RF components and modules for their smartphone and mobile devices which commits us to supply product to them on specified terms."...
|7/9/2018 9:50:57 AM|
- TAILWIND? CTech correction says: 'Ooops, we meant the 5G Unlicensed band chip'. Is this worse? mmWave is a recognized tech challenge but WFi and Bluetooth are undergoing enhancements for the 5G era that are just tweeks to existing radios and software.
An important capability is handling LTE over WiFi as with LTE-U and LTE-LAA and multifire.
Bluetooth has a couple enhancements for both super low power and at the other end, super high power and high bandwidth.
With the possibilities increased, the story falls too short on details to know what happened, except that someone else's Unlicensed band chip won Apple's buisiness - think Broadcom of course.
This could be tailwind for Sequans who already has a proven LTE-over-unlicensed solution in its CBRS solutions and could be invited to the party by someone who has a need for a proven tech provider.
Hmmm, who might that be?
Time for more :popcorn:
Motley Fool and RCR both show retraction links to ctech
Report: Intel iPhone components on shaky ground with Apple By Susan Rambo on JULY 6, 2018
Intel has reportedly lost a slot in Apple’s 2020 mobile products
Apple has informed Intel that Apple will not be using Intel’s Wi-Fi and Bluetooth products in its 2020 mobile devices, says a new report from Calcalist, a financial news website based in Israel. The report said Intel is dropping production of “Sunny Peak,” a component it was designing specifically for Apple, and putting the Sunny Peak team to work on other projects...
Apple Passes Over Intel in Search for Chips for a Future iPhone
Update: Apple has notified Intel it will not use a Wi-Fi and Bluetooth component developed by the chipmaker in its next-generation mobile device Yoav Stoler Update, Friday, July 6, 2018: Intel will not provide Wi-Fi and Bluetooth components 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 communication component developed by the chipmaker in its next-generation mobile device, Intel executives said. Further development of the 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.
A previous version of this article incorrectly stated that the Sunny Peak component also included 5G connectivity. ... (more)
- 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
- 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....
- 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
- 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...