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高通拿下iPhone 5订单,英特尔出局

分析师称,高通已经获得了下一代苹果iPhone基带的订单,取代了英特尔。

据FBR Capital Markets Corp.的分析师Craig Berger称,高通获得了下一代苹果iPhone基带的订单,取代了英特尔。 自从去年以来,一直有传言称高通是iPhone 5的基带供应商。原来的iPhone基带供应商是英飞凌的无线部门,该部门去年被英特尔收购。高通已经在向CDMA版iPhone 4提供基带,但不是最初的GSM版。 援引消息人士的话,Berger在周二(6月2日)发表的报告中表示,iPhone 5(代号为N94)的产量将在今年第三季度达到800万个,高通将提供支持CDMA和WCDMA的基带,苹果将因此能更好地为不同国家安排iPhone的生产,从而使得iPhone 5成为“世界手机”。 Berger表示,高通在2010年第四季度或今年第一季度开始为基于CDMA的iPhone 4供应基带,今年为其带来1.2-1.7亿美元左右的营业收入。Berger认为,获得非CDMA iPhone订单,可能意味着高通又拿到了8000万个基带任务,可以为其带来大约8亿美元的营业收入。 本文授权编译自EE Times,版权所有,谢绝转载 参考英文原文:Qualcomm in, Intel out of iPhone 5, by Dylan McGrath

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{pagination} Analyst: Qualcomm in, Intel out of iPhone 5 Dylan McGrath SAN FRANCISCO—Qualcomm Inc. has snagged the baseband socket on the next Apple Inc. iPhone, displacing Intel Corp., according to Craig Berger, an analyst with FBR Capital Markets Corp. Rumors have been circulating since last year that Qualcomm be the baseband supplier to iPhone 5. The incumbent iPhone baseband supplier was the Infineon wireless unit, which was acquired by Intel last year. Qualcomm already supplies the baseband to the CDMA version of the iPhone 4, but not the original GSM version of the device. Citing checks with contacts, Berger said in a report circulated Thursday (June 2) that production of iPhone 5—codenamed N94—will reach 8 million units in the third quarter of this year, with Qualcomm set to provide a CDMA and WCDMA enabled baseband that will allow Apple to streamline production of the iPhone for various countries, making iPhone 5 a "world phone." Qualcomm began supplying basebands into the CDMA-based iPhone 4 late in the fourth quarter of 2010 or in the first quarter of this year, Berger said, good for about $120 million to $170 million work of revenue this year. Picking up the non-CDMA iPhones could mean another 80 million baseband units for Qualcomm, good for about $800 million in revenue, Berger said. FBR maintains an "outperform" rating and $70 price target on Qualcomm's stock. The stock traded at $57.80 early Friday.
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Dylan McGrath
EE Times美国版执行编辑。Dylan McGrath是EE Times的执行编辑。 Dylan在电子和半导体行业拥有20多年的报道经验,专注于消费电子、晶圆代工、EDA、可编程逻辑、存储器和其他专业领域。
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