Intel releases Gigabit baseband to strengthen Apple's baseband supplier status
When Qualcomm released the baseband X20 supporting 1.2Gbps, Intel also released its new baseband XMM7560, which supports 1Gbps, although it is slightly worse than Qualcomm's X20, but in the current network, Qualcomm's X20 baseband There is still a lack of use, so this year Apple is likely to introduce Qualcomm and Intel's support for 1Gbps baseband.
Last year, Apple's iPhone7 re-introduced Intel's baseband XMM 7360 after many years. However, this baseband technology is relatively backward, supporting only 450Mbps downstream, while Qualcomm's baseband can support 600Mbps downstream. Later, the US media exposed Apple to ensure that it adopts two models. The baseband iPhone gets a consistent experience and will use the Qualcomm baseband iPhone to limit the downlink speed to 450Mbps.
In addition, Intel's baseband XMM7360 uses a backward 28nm process resulting in higher power consumption, high-pass baseband with 14nm FinFET process; Qualcomm version of the iPhone 7 signal performance is 30% better than the Intel version, and in the case of weak signal Qualcomm The baseband performance is 75% stronger than the Intel baseband, which has a big negative impact on Apple.
Since Cook replaced Jobs as Apple's CEO, he has increased the number of Apple's suppliers from four to four times to more than 750 today, and has reduced the cost of components or services by competing with various suppliers to improve the iPhone's Profit margin.
The iPhone7's introduction of Intel's baseband is undoubtedly Apple's hope to put pressure on Qualcomm to reduce the patent fee and baseband price. Intel's XMM7360's poor performance obviously disappoints Apple, and Apple hopes to borrow this year's iPhone8. The phone reversed the decline in shipments last year, and in this case Intel has doubts about whether it can continue to be Apple's baseband supplier.
Intel's XMM7560 is a little behind the Qualcomm's baseband X20, but it has an advantage over Qualcomm's baseband X16. Both XMM7560 and X16 support 1Gbps downlink, respectively using Intel's 14nm FinFET and Samsung's 14nm FinFET process, but Intel's 14nm FinFET process is comparable to Samsung's 10nm process. The XMM7560's power consumption will be lower; the uplink is the XMM7560 has advantages. 225Mbps, X16 only supports 150Mbps. And XMM7560 supports full Netcom, the previous generation of XMM7360 does not support full Netcom is an important regret.
Under such circumstances, it is possible for Apple to adopt both Qualcomm's X16 and Intel's XMM7560 baseband. Recently, it is arguing with Qualcomm on patent fees. Of course, it hopes to continue to introduce Intel's baseband and Qualcomm competition on iPhone8. Pressure.
In fact, for Qualcomm, the current pressure is also very big. Among the top five mobile phone companies in the world, Samsung and Huawei have their own mobile phone SOC. The proportion of Qualcomm chips is decreasing. Apple has its own processor but all basebands are outsourced. Apple's customer is very important in the case of sunshade, and from the previous media analysis, Apple's patent fees accounted for a considerable proportion of Qualcomm's patent fee income. Under such circumstances, it certainly does not want to lose Apple's customer. Apple is very likely to compromise.
Therefore, after Intel released the Gigabit baseband XMM7560, the possibility of Apple purchasing this baseband is very large. If this order is implemented, it is of course a great event for Intel. Since Intel does not have a mobile phone SOC at present, it is basically impossible for other mobile phone companies to adopt its baseband. If the loss of Apple is a major loss to its customers, it is not conducive to its place in the mobile communication market, so it is of course very eager to consolidate itself. As an Apple baseband supplier.
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