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   Technology StocksSequans, the investors board


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From: frmrVZguy6/8/2018 6:23:49 PM
1 Recommendation   of 289
 
Say 'Hello' to Sunhans of DRC China - a new Sequans ODM on globalsources.com
I particularly noted CBRS support for Japan and EU and not USA in the document.
They have a huge catalog of 4G products and I did not search it for additional solutions using SEQUANS.
So, there might be more listed and not yet known to me.
RECALL: My earliest posts on this site on the other thread included news about Baicells and ZTEWeLink and discoveries of these new ODMs
Message 30326539
ZMTEL of Shanghai is a CPE producer with _TEN_ Sequans devices in its catalog,
Message 30294395
Another new, the 3rd, unannounced Sequans CPE is offered by ACETEL aka Shanghai
Message 30277894
Another new, the 2nd, unannounced Sequans CPE is found on Alibaba offered by Sha
Message 30265934
A new, unannounced Sequans CPE is found on Alibaba offered by Shanghai Ace Infom
---
REFERENCE (copy pasted text)
sunhans.manufacturer.globalsources.com
Shenzhen Sanwokoy Technology Co.,Ltd
We have been focusing on signal boosters for 7 years
Lead time 3-15 days | 24-hour after-sales service
Product Details
Model Number: SHFi4G8X6-#8228
Brand Name: Sunhans
Origin: China (mainland)
Key Specifications/Special Features:
Sunhans LTE B42 43 CPE router 3G 4G LTE with SIM RJ45, supports TR069
Main futures:
Support 2G/3G/4G network, LTE bands can be customized
Sequans chipsets
VOIP with RJ11 port optional
USB2.0 port
2X2 internal antenna and external SMA antenna
Build-in battery
Support web management
Support network data traffic statistics.
Support more than 32 WiFi devices online simultaneously
......
Contact Supplier
Shenzhen Sanwokoy Technology Co.,Ltd
Address: 8F,D Block,Longjing Industrial Zone, No.335 Bulong Road,Bantian Street, Longgang District, Shenzhen, Guangdong, China (518129)
Tel: (86 755) 29379993
Fax: (86 755) 29379993
Homepage Address: globalsources.com
Other Homepage Address: www.sunhans.com
Send your inquiry direct to this supplier
Please type in English.
Inquire Now
Verified Business Registration Details
Registered Company: ?????????????
Registration Number: 91440300582746039F
Company Registration Address: ?????????????335??????D?8?
* In some jurisdictions, company names and addresses are registered in Chinese only.
This Verified Supplier's Business Registration profile has been independently verified with relevant government agencies Learn more Supplier and product information updated June 07, 2018.

---------------
en.wikipedia.org
...
42 TDD 3500 CBRS (EU, Japan) 3400 – 3600 N/A 5, 10, 15, 20
43 TDD 3700 3600 – 3800 N/A 5, 10, 15, 20
...
48 TDD 3600 CBRS (US) 3550 – 3700 N/A 5, 10, 15, 20

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From: frmrVZguy6/9/2018 10:22:55 AM
   of 289
 
errata: Sunhans of **PRC** Mainland China - a new Sequans ODM on globalsources.com

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From: hooligan6/14/2018 10:22:42 AM
   of 289
 
Big volume yesterday and it continues today. Either the traders are something is up

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From: frmrVZguy6/15/2018 10:35:38 AM
   of 289
 
Customer News: Wistron expands "IoT to diversify business operation"
Tailwind?
FYI
FWIW

digitimes.com
Wistron steps into EV, medical care, IoT to diversify business operation, says chairman DIGITIMES Friday 15 June 2018
Wistron has been actively diversifying business operation through stepping into electric vehicles (EV), medical care and Internet of Things (IoT), according to company chairman Simon Lin at the company's 2018 shareholder meeting.

Wistron has stepped into the development of EV components for years and has supplied electronic control components for China-based EV start-up business NexEV (NIO), Lin said. The cooperation with China-based EV vendors is motivated by large growth potential in the China EV market and the China government's promoting new-energy-powered cars, Lin noted.

China produces about 700,000 EVs a year currently, taking up only a small portion of the country's overall automobile output, but the percentage may rise to 20% over the next 5-7 years, Lin indicated. In addition, specifications of EV components in China are increasingly standardized and this affords large business opportunities for Wistron, Lin said.

For medical care, Wistron and Canada-based biorobotic technology developer B-Temia will set up a joint venture, B-Temia Asia, in Singapore for cooperation to market Keeogo, a smart motorized exoskeletal rehabilitation robot developed by B-Temia, in several Asian countries including China, Japan and Hong Kong, Wistron CEO Robert Huang said. In addition, Wistron has provided big data analysis services for several hospitals in Taiwan and plans to develop medical devices, Huang noted.

For IoT, Wistron has provided home- and business-use IoT services, Huang said. In order to support business operation in medical care and IoT, Wistron set up a software R&D unit in Kaohsiung, southern Taiwan, three years ago, with the staff expanding to over 100 members at present.

Wistron has set up a factory in Bangalore, western India, to assemble iPhone SE and a second one in Noida, northern India, via joint ventrue with local channel distributor Optiemus Infracom for production of smartphones, Huang said. In addition, Wistron will set up a third factory in Bangalore.

Wistron's shareholders on June 14 passed the planned distribution of a dividend per share of NT$1.50 (US$0.050), NT$1.20 in cash and NT$0.30 in stock, for 2017 and issuance of up to 260 million new shares for floating global depository receipt (GDR).

OLDER BACKGROUND
globenewswire.com
-Temia and Wistron Join Forces to Launch Keeogo™ in Asia
B-Temia and Wistron form B-Temia Asia to bring Keeogo™ to the Asian Market
QUEBEC CITY, June 07, 2018 (GLOBE NEWSWIRE) -- B-Temia Inc., a Canadian biorobotics technology company and market leader in human mobility, entered into a joint venture agreement with Wistron Corporation to launch its Keeogo™ Dermoskeleton™ technology in Asia. Wistron is one of the world's largest Original Design Manufacturer (ODM), with more than $34 billion CAD sales, and now a major shareholder of B-Temia since June 2017. Wistron and B-Temia form B-Temia Asia for the marketing of Keeogo™ in several Asian countries such as China, Japan and Hong Kong. Headquartered in Singapore, B-Temia Asia will benefit from a significant investment from Wistron in exchange for marketing rights for Keeogo™ products in Asia...

firstpost.com
Apple commences trial run for iPhone 6s Plus manufacturing in India at Wistron's Bengaluru plant: Report
Apr 13, 2018 After contact manufacturer Wistron had begun assembly of iPhone SE models at its Bengaluru assembly plant last year, it’s now the turn of the more high-end iPhone 6s Plus model to take its place.
A report by the Economic Times, which cites two senior industry executives, claims that Taiwanese contract manufacturer Wistron has begun a trial production run of the iPhone 6s Plus model at its Bengaluru facility in India. With the smartphone being locally assembled, the report claims that buyers can expect the prices to drop by about 5-7 percent, but that will only come in effect once the plant increases its production capacity.

reuters.com
MARCH 13, 2018 Apple supplier Wistron secures land to build new site in southern India MUMBAI (Reuters) - A unit of Apple Inc’s (AAPL.O) Taiwanese contract manufacturer Wistron Corp (3231.TW) has won approval from Karnataka to build a new assembly facility in the south Indian state, signaling a potential expansion of iPhone assembly work in India....
economictimes.indiatimes.com
Apple supplier Wistron to invest Rs 682 crore to set up new manufacturing facility
By Gulveen Aulakh, K R Balasubramanyam, ET Bureau|Updated: Mar 14, 2018,
The expansion of manufacturing facility could mean a widening of Apple's iPhone assembly in India as the U.S. tech giant has to pay steep duties on devices imported into the country.
Wistron, the Taiwanese contract manufacturer that makes iPhones for Apple in India, is set to invest Rs 682 crore on expanding operations, having got approval to acquire additional land near Bengaluru, a senior Karnataka minister said.
“The industries department had cleared Wistron’s proposal for about 43 acres in the state… they will invest about $100 million,” RV Deshpande, Karnataka’s minister of large, medium industries and infrastructure, told ET. The minister said earlier the company plans to make Apple smartphones in the new facility....

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From: frmrVZguy6/18/2018 4:34:50 PM
   of 289
 
DATES: Dragon Boat Fest today; MWC Shanghai, 6/27-29; GSMA Mobile IoT Summit on 6/28 Does Strategic Partner deal get a formal handshake on this trip East?
Recall the CC comment:
"In another important initiative, we have been working on expanding our go-to-market capabilities via new strategic relationships that extend our reach into markets beyond the traditional telco or regions where a strong local presence is required like China, for example. .. We've signed an agreement for the initial business phase with one go-to-market partner, and we will consider a broader, more strategic relationship in a second phase if things go well. We also are engaged in discussions with two other potential partners and it appears that we could reach agreements with both by the end of the third quarter. These opportunities would lend themselves to strategic components, and are not mutually exclusive. The funding aspect of these strategic relationships will also be our avenue for handling any potential short-term capital needs if they should arise. So bringing one or more of these opportunities to conclusion is an area of focus for us..."

originally posted in
CC Buried Comments deserving highlight: Hockey stick, Go-to-market, China, Feature phone, more
Message 31598144
AND
COMMENT: on Strategic Partners - Sercomm said... Sequans said... is Wall Street listening? My Thoughts
Message 31625102

AND Recall the post
Say 'Hello' to Sunhans of PRC China - a new Sequans ODM on globalsources.com
Message 31649406
Within this post is reference to other Chinese ODMs
"ZMTEL of Shanghai is a CPE producer with _TEN_ Sequans devices in its catalog"
AND
"ACETEL aka Shanghai Ace Infomation Technology Limited of Guangdong, China"

AND today's PR regarding another tracker (ho hum, but it adds up for a small cap firm.)
IMO

businesswire.com
Trackimo Selects Sequans’ Monarch SiP to Design IoT Tracker Devices June 18, 2018 08:00 AM Eastern Daylight Time
PARIS--(BUSINESS WIRE)--LTE for IoT chipmaker Sequans Communications S.A. (NYSE: SQNS) announced that Trackimo, a leader in the GPS tracker market, has adopted Sequans’ Monarch SiP platform to design several types of IoT tracking devices with LTE connectivity included. The operator-certified Monarch SiP is an ultra small and thin, all-in-one connectivity solution that integrates Sequans’ Monarch LTE-M/NB-IoT Platform with an RF front-end module in the world’s smallest form factor. “Sequans’ Monarch SiP is a powerful solution that simplifies adding LTE connectivity to our IoT tracking devices,” said Shai Bar-Levi, CEO, Trackimo...
Sequans will be present at MWC Shanghai, June 27-29. Sequans’ CEO, Georges Karam, will be speaking at the GSMA Mobile IoT Summit on June 28. To set up a private meeting, please contact us at events@sequans.com.
About Trackimo
Trackimo™ is a U.S. based IoT platform and solution provider with patented technology, enabling worldwide connectivity for M2M devices. Trackimo is a world leader in personal safety and valuable object tracking, and has been selected by the world's top mobile operators to lead their consumer IoT offering. Trackimo aspires to transform business models through the development of customizable radio frequency mobile technology solutions that are user friendly and easy to implement, used globally with enhanced security and reliability. The Trackimo product portfolio covers both consumer and business sectors including fleet tracking and logistics management solutions, customizable and scalable IoT platform, remote gateways and consumer tracking devices.

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From: frmrVZguy6/25/2018 1:45:34 PM
   of 289
 
Dragons and Kittens: France PM and EU Trade Ministers in Beijing for Trade talks. Quietly, nothing broken. Some small agreements per sources.
Tailwind?
Support for Strategic Partnerships and investments in France/French tech sector?
Dragon Boats sail toward trade conferences.
Who's on board?
FYI
FWIW

reuters.com
JUNE 25, 2018 Forced tech transfers still practiced in China - EU's Katainen BEIJING (Reuters) - Forced tech transfers in China are still practiced and hampering investment, European Union Commission Vice President Jyrki Katainen said on Monday. The European Union and China’s planned exchange of market access offers in investment talks is a step closer to reaching an agreement, Katainen said in a news conference following the EU-China High-level Economic Dialogue in Beijing. Separately, he said EU’s countermeasures against U.S. tariffs are in line with WTO rules...

reuters.com
JUNE 25, 2018 Beef import deal with China whets French appetite BEIJING (Reuters) - France moved closer on Monday to exporting beef to China by clinching a health and safety accord with Beijing, raising the prospect of sales to a booming Chinese market just as U.S. beef shipments are threatened with tariffs... Monday’s technical agreement on hygiene and inspection requirements, signed during a visit by French Prime Minister Edouard Philippe, means France will be able to export to China once meat companies that have applied for access receive their permits. China’s proposed retaliatory tariffs against a range of U.S. goods including beef could also help France by stalling U.S. shipments after they resumed last year...

reuters.com
JUNE 25, 2018 China tells France an Airbus deal is still alive BEIJING (Reuters) - Chinese Premier Li Keqiang said on Monday Beijing was willing to continue talks over the purchase of Airbus (AIR.PA) jets after French President Emmanuel Macron failed to clinch a deal earlier this year... Macron sent his prime minister, Edouard Philippe, to Beijing this weekend partly in a bid to move the negotiations forward...
reuters.com
JUNE 25, 2018 China's Premier Li says willing to talk about buying Airbus aircraft BEIJING (Reuters) - Chinese Premier Li Keqiang told French Prime Minister Edouard Philippe on Monday that China was planning to buy lots of planes this year and is willing to continue talks with France on buying Airbus (AIR.PA) aircraft.

reuters.com
JUNE 25, 2018 France's Orano, China's CNNC prepare nuclear fuel plant deal PARIS (Reuters) - French state-owned nuclear fuel group Orano has agreed with China’s CNNC to do preparatory work for the sale of a nuclear fuel reprocessing plant to the Chinese company, in the latest attempt to seal a deal that has been 10 years in the making.... Orano said on Monday the agreement - which runs until the end of 2018 and covers work to be carried out by Orano to prepare the sale of the recycling plant - was confirmed during a visit by French Prime Minister Edouard Philippe to China...

telecom.economictimes.indiatimes.com
France's antitrust authority is in contact with telecom operators on market consolidation
Speculation about a new round of talks between Orange , Bouygues Telecom, Altice and Iliad to cut the number of operators from four to three have surfaced lately. REUTERS | June 25, 2018, 15:47 IST PARIS: The French competition authority is in regular contact with the country's four telecom operators, its president said on Monday when asked about potential mergers within the sector. Speculation about a new round of talks between Orange , Bouygues Telecom, Altice and Iliad to cut the number of operators from four to three have surfaced again lately, given high investment requirements and a current price war in the sector. "We have regular contacts with the operators that allow us to anticipate certain transactions that could materialize," said Isabelle de Silva, the head of France's antitrust watchdog. "We remain convinced that such a transaction will only be made possible if there's no negative impact for the consumer," she added.

reuters.com
JUNE 25, 2018 China, France agree to expand trade, EU raises 'difficult issues' BEIJING (Reuters) - China said on Monday it would buy more planes and agricultural products from France and work on market access issues, shoring up its trade ties with Europe as danger mounted of a tariff war with the United States. Chinese Premier Li Keqiang told French Prime Minister Edouard Philippe late on Monday that China was planning to purchase more planes this year and was ready for more talks with France on buying Airbus aircraft... Hosting talks on a bilateral investment agreement with the European Union on Monday, Vice President Liu He also stressed that China and the EU had a common interest in defending the global multilateral trading system... A top EU official, however, made it clear that Europe is not fully on the same page as China. The EU and China discussed “difficult issues” such as state subsidies, forced tech transfers, and cyber security issues during the talks, European Union Commission Vice President Jyrki Katainen said in a news conference following the EU-China High-level Economic Dialogue in Beijing... He also urged China to prevent overcapacity in other industries, including high-tech sectors covered by the “Made in China 2025” strategy...
Liu voiced hope that the EU would take concrete steps to lower restrictions on European exports to China. According to Liu the two sides expect to exchange lists of proposals for the bilateral investment agreement at a China-EU summit in Beijing next month. “It’s a big step forward but doesn’t mean an investment agreement will be adopted immediately,” Katainen said.

reuters.com
JUNE 25, 2018 U.S. plans limits on Chinese investment in U.S. technology firms WASHINGTON (Reuters) - The U.S. Treasury Department is drafting curbs that would block firms with at least 25 percent Chinese ownership from buying U.S. companies with “industrially significant technology,” a government official briefed on the matter said on Sunday...

reuters.com
JUNE 25, 2018 Exclusive: Facing U.S. blowback, Beijing softens 'Made in China 2025' message BEIJING (Reuters) - Beijing has begun downplaying Made in China 2025...

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From: hooligan6/26/2018 12:01:06 AM
   of 289
 
This is kind of interesting.
opendevelopment.verizonwireless.com

If you follow this link you can see what companies are using Cat M and Cat 1 Modules from various companies. Not all the modules have companies listed, but take a look if interested.

Pick a module and scroll near the bottom and it will tell you what companies are using various modules. Once again, not all the modules have users listed.

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From: frmrVZguy6/26/2018 2:47:06 PM
   of 289
 
New Sequans White Paper titled: LTE and Drones (Registration Required)
sequans.com
LTE and Drones

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From: frmrVZguy7/3/2018 3:18:12 PM
   of 289
 
July 4th Macroeconomics: "QE has arrived" (2015) meets "China tightens belt" (2018)
This is entirely a credit crunch due to over-leveraged industry and private sector.

Chinese/Foreign M&A and investments are slowing all around, and in USA in particular.

Chinese strategy has now adjusted again from earlier taking majority positions, to taking minority positions, to avoidance of USA and turning to other emerging markets where scrutiny is less imposing.
In addition to reducing the M&A spend, there is a reinforced statement to reduce old-technology industry to gain efficiency.

These follow a decade of planning failures that resulted in spectacular food and electricity shortages which lead to over dependency on food imports and old tech processing of everything based on coal energy.

The STATE responded by demanding reduced imports on high tech - the opposite of what it truly needs to operate a healthy economy: People's needs should always come first.
OOOooops.

Then, something truly amazing happened: Monsanto stole $3Billion from Ukraine for spring seed planting and started a war as Eastern Ukrainian farmers blocked the planting and the subsequent loss of right-of-planting rights under Monsanto's usurious legal contracts - via military force supported by Putin. There has never been any other event in Russian history which I applauded as this one, singular event in history bounded by narrow dates and actions and location. It was a very 'American' act to defend land rights as Putin did.

All of Official Europe recognized the truth - and it resulted in a takeover of Monsanto to eliminate the threat through market forces as a preferred solution versus military force.

Then something even more truly amazing happened: Crimea was overtaken by Russian forces under orders by a newly emboldened Putin seeing EU sympathy stacked against USA economic hegemony.
OOOooops?

These political, historic events have now lead to Belt and Road investment initiatives ramping up in a careful manner with partners who can extract revenue from Western countries: think Softbank of Japan and MTS of Russia.
This is a new, 3rd M&A approach that avoids Chinese SOE investment entirely and is a banking loan and bonds approach.
It is carefully targeting those 'friendly' companies that have established markets in the West.

Soooo, why do SQNS owners care?
Offshore investments are being diverted away from USA and USA equity shares are feeling the adjustments. Banks winning and losing are likely to show up in future quarterly reports highlighting those who DO have offshore banking, and those who don't. Western banks that can facilitate business with Belt and Road partner companies will grow strongly.

In that light, an investment firm that can navigate the difficult terrain with experience and daily adjustments is necessary.
The PR announcing "Highland Europe taps Tardy-Joubert as advisory partner March 26, 2018 " was very good news for SEQUANS owners.

It remains to be seen how well the newest EU trade initiatives with China will produce economic gains in the EU.

China is about to be reminded of an old, old lesson: Communism is very expensive.
USA is about to be reminded of an old, old lesson: Republics are difficult to keep.
EU is about to be reminded of an old, old lesson: all Wars are won at the bank - even economic wars.

The Road to Crimea is getting paved so that all of Asia and Europe has a new semi-tropical playground of golf courses and casinos and luxury condominium towers. The network of construction companies and business planners and operators in those industries will likely be very 'friendly'.
Look to Macao and LasVegas for the list of players.
I suggest considering adopting a friendly posture in those emerging markets for the foreseeable future.

POTUS winUS at businUS.

And a Finland summit with Putin is coming in July.

This could be big, very very big... beyond macroeconomics into megaeconomics.

Good luck, Mr.President.

:popcorn:
SELECT REFERENCES
pehub.com
Highland Europe taps Tardy-Joubert as advisory partner March 26, 2018 By Iris Dorbian
Highland Europe has named Jean Tardy-Joubert as advisory partner. Tardy-Joubert has been senior adviser, founder and head of the European practice of Qatalyst Partners since 2009.
PRESS RELEASE
London, 26 March 2018: Highland Europe is delighted to announce that Jean Tardy-Joubert, senior advisor, founder and head of the European practice of Qatalyst Partners since 2009, the technology focused investment bank, has joined the team as an Advisory Partner... Jean’s clients and transaction experience include IPOs and advisory assignments for: ADVA, Alcatel-Lucent, Alvarion/Floware, ARM, Ascom, Autonomy, Bosch, Cambridge Silicon Radio, CapGemini, Cúram Software, Cyvera, ECI Telecom, Ericsson, Farfetch, France Telecom, Gemplus, Ingenico, Logitech, Marconi, MatchesFashion.com, Native Networks, Nokia, NXP/Philips, Psion, Quandoo, Sequans, Siemens, Skyscanner, STMicroelectronics, SwiftKey, Tenovis, Virata/Globespan, Vivendi, Wavecom, Withings, and Xyratex...

reuters.com
JULY 1, 2018 Taking Softbank's lead, China, UK managers form $15 billion tech fund LONDON (Reuters) - A China-backed venture plans to raise $15 billion to invest in technology companies globally, borrowing several pages from the playbook of Japan’s Softbank, whose $100 billion Vision Fund transformed the race to identify and build the next tech giants...

reuters.com
JUNE 29, 2018 China's penetration of Silicon Valley creates risks for startups SAN FRANCISCO (Reuters) ...

reuters.com
JUNE 28, 2018 China further eases foreign investment curbs BEIJING (Reuters) - China unveiled on Thursday a long-anticipated easing of foreign investment curbs on sectors including banking, the automotive and heavy industries, and agriculture as Beijing moved to fulfill its promise to open its markets further...

axios.com
The bottom line: America’s chipmakers go to war vs. China ...

reuters.com
JUNE 15, 2018 China's State Power to bid for Brazil hydroelectric dam: sources SAO PAULO (Reuters)

ft.com
Crisis prompts Bank to boost money supply Chris Giles and David Oakley FEBRUARY 11, 2009
Fears of a deep and prolonged recession on Wednesday spurred the Bank of England to tear up its monetary rule book and prepare to buy huge sums of government bonds and other assets to pump money into the economy...

bloomberg.com
The Time for QE Has Arrived, With Contingencies: Pascual January 12th, 2015 Antonio Garcia Pascual, chief Euro Area analyst at Barclays Capital, talks about the need for quantitative easing measures by the European Central Bank. He speaks on “The Pulse.”
http://mobile.reuters.com/article/article/idUSL1N0WB2BU20150310
COLUMN-ECB launches QE with trailing wind: James Saft Tue, Mar 10 08:00 AM EDT (James Saft is a Reuters columnist. The opinions expressed are his own)
By James Saft March 10 (Reuters) - The European Central Bank is about to discover that for once, by launching a bond-buying campaign just as credit conditions improve, it is getting lucky. That the central bank commences quantitative easing as the Federal Reserve awakes, stretches and prepares to raise U.S. interest rates will also help by sharpening the contrast between the strong dollar and what is likely to be a weakening euro. The ECB began buying up government bonds on Monday under a plan to fight deflation and slow growth by injecting more than 1 trillion euros into the euro zone over the next year and a half. Announced in January, the plan is getting a magnifying effect, not simply because private investors are reacting to ECB purchases by taking on more economy-stimulating risk, but also because the euro zone's true engine of growth, its credit system, is playing along... jamessaft@jamessaft

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From: frmrVZguy7/5/2018 2:47:03 PM
   of 289
 
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...

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