Thread regarding Intel Corp. layoffs

The modem business was a game-changer for Intel in 2018

The article in the link sums up the products that made the most contribution to Intel’s good results in the year that will soon be behind us. Not surprising that the boost in modem sales was something that contributed the most to the revenue. The question that comes to mind is can Intel continue the growth in the modem business, and ultimately can we expect the 5G modem to be an equally good product that’s going to “steal the show”?

https://www.fool.com/investing/2018/12/26/this-intel-product-stood-out-in-2018.aspx

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Post ID: @OP+WPgVYxI

6 replies (most recent on top)

@OP: Your claim of 'contributed most' is patently false. Say 'most' translates to 20% then the modem revenue needs to be 12.5 B (using '17 revenue figure). This ~$15 part in (guesssing) 200 M iphones would contribute less than a quarter of that figure. Comparing that revenue to the 1.4 B cost of Infineon and whatever has been sunk in it since with that 'contribution' could be interesting. So, if you seriously think a c-appy modem that Apple will drop in 2020 is your savior the you are a) in for a surprise and b) bad at basic math. BTW, unless you live abroad what would you use 5G for, on the 3.5G US networks?

@1cvj: Agree AC is a commodity these days, AX on the other hand isn't. But then Intel doesn't do AX and will be lagging far behind Qualcomm if/when it finally gets it working.

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Post ID: @2elc+WPgVYxI

1vpu. you clueless fvxk. The reason why the ancient Samsung S4 and S5 used a discrete qualcomm modem is during that time, qualcomm's wifi/Bluetooth connectivity s---ed donkey butt as the integration of connectivity with modem just started with atheros. I know, because I worked on the S4 and S5, Broadcom at the time had the leading edge for wifi/Bluetooth.

Discrete modem went away for most phones , almost non existent for tier 2 and lower phone, and for some time only on high end phones that wanted 802.11ac when that was brand new. it's no longer brand new and now available on SOC.

Go back to your HR safe zone.

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Post ID: @1cjv+WPgVYxI

Apple has always mated discrete modems to the Apple apps processor. Qualcomm has many discrete modem customers, so it's wrong to say nobody else uses discrete modems. Check the samsung S4 and S5, as examples. Look a little further and you'll find plenty more.

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Post ID: @1vpu+WPgVYxI

Intel 14nm analog process is a joke, only reason fruity took it was the price and running lawsuit with Q.

Intel has but a few quarters attempt to fix their silicon but sadly they are no match to TSMC

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Post ID: @fjt+WPgVYxI

Intel sponsored garbage news by Ashraf. As said the modem s---s technically and Apple just wanted a modem that's not Qualcomm. Nobody else uses discrete modems, so the business won't grow and Apple is desperate to find another supplier

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Post ID: @wdb+WPgVYxI

Quality wasn't a factor in the choice of 7560 by Apple. As long as apple is involved in a patent dispute with Qualcomm, Intel can reap the benefits of being Apple's sole modem supplier.

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Post ID: @rcw+WPgVYxI

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