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faces the strict patent barriers of Qualcomm , Apple purchases Qualcomm products while forming an independent R&D system.
A few days ago, Intel stated that with the approval of regulatory authorities, Apple has completed the acquisition of most mobile baseband ( modem ) business of Intel . The transaction is worth US$1 billion, equivalent to approximately RMB 7 billion. The acquisition will enhance the self-developed capabilities of Apple 's 5G baseband chip.
Apple Buy Intel Baseband Service
Base chip is used to synthesize the baseband signal to be transmitted, or decode the received baseband signal. It is extremely important for mobile phone communication and determines the quality of communication.
is the top five suppliers in the global cellular baseband processor market (including 5G). Qualcomm , Huawei , MediaTek , Samsung and Intel are the top five suppliers. Qualcomm has leading technology and many product models, ranking first with a share of 43%; Huawei HiSilicon is rising star, ranking second with a share of 15%; MediaTek and Samsung have almost no presence, and Intel survives only by supplying Apple . Currently, Huawei's baseband products are only available for Huawei mobile phones. If production capacity can be expanded and other brands can be supplied in the future, the market share will grow significantly, and it will be in line with the influence of , Qualcomm, and .
This business acquisition between Intel and Apple is actually forced by chip giant Qualcomm . Qualcomm has strong strength in the field of communications and has built a huge patent wall. Through patent lawsuits, high licensing fees, many competitors such as Intel , Apple , etc. have been blocked from the door.
After Apple broke out in a lawsuit against Qualcomm , Intel once became the only baseband processor supplier of Apple . However, in terms of mobile phone communication baseband, there is a big gap between Intel products compared with Qualcomm , which is also one of the main reasons why several mobile phones with Apple have exploded in "signal gates".
With the advent of the 5G era, communication speed and quality have become issues that cannot be ignored in the consumer electronics field. At the same time, Apple also realized that without Qualcomm products, its 5G phone may face the risk of not being available. In the end, Apple had to put down his figure and choose to settle with Qualcomm . The next generation of Apple mobile phone will arrange for Qualcomm 's 5G baseband, at the cost of more than 4 billion US dollars in "compensation". After the settlement of Apple and Qualcomm , it is unlikely that Intel baseband products will continue to supply Apple , so it is announced that the development of 5G baseband processors will be stopped.
Apple did not give up trying to find reliable suppliers other than Qualcomm , and bought Intel 's mobile phone baseband business for US$1 billion and integrated it into its own R&D system. Through the current and future wireless technology patents obtained, coupled with the existing patent portfolio of Apple , Apple will own more than 17,000 wireless technology patents, covering aspects from cellular standard protocols to modem architecture and modem operation.
In this way, while Apple purchasing Qualcomm baseband maintains the competitiveness of Apple mobile phones, it also has its own independent mobile phone baseband R&D system, maintaining the ability to catch up with Qualcomm and Huawei in the future.
Apple baseband chip is expected to choose Chinese chip manufacturer
Due to factors such as cost and transportation, the industrial chain of Apple has always been the preference of selecting Chinese suppliers. In the future, Chinese chip manufacturers are very likely to receive orders for Apple baseband chips.
Huali Chuangtong said in response to an investor question that the integrated baseband chip developed by the company has been applied to the 4G full-network Tongtiantong smartphone independently developed by the company. In the future, with the application and popularization of 5G technology, the chips developed by the company will also be integrated into related 5G technologies.
Silan Micro's accelerometer sensor has now entered the reference design of Sports , and will accelerate the expansion to other mobile phone sensors in 2018. On terminal baseband chips, Spreadtrum is a growing force.
Xinwei Communications said that the company's LCP transmission line products have been used to connect between the Qualcomm 5G baseband chip and 5G millimeter wave antenna module.
Tongyu Communication specializes in the research, development, production and sales of communication antennas and RF device products. The products mainly include base station antenna , RF devices, microwave antenna , etc.
Changdian Technology is the first and third largest chip packaging and testing company in China and may benefit from the Chinese production plan of Apple baseband chip in the future.
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data treasure (shujubao2015): Securities Times Intelligent Original Innovation Media.
