Intel May Lose Apple Modem Business to MediaTek

Discussion in 'iOS Blog Discussion' started by MacRumors, Jun 27, 2018.

  1. MacRumors macrumors bot


    Apr 12, 2001

    Apple may choose to use modems manufactured by MediaTek instead of modems from Intel in future iPhones, according to an investor's note from Northland analyst Gus Richard that was shared by Bloomberg.

    Little detail was included in the note, but Richard believes Apple could be planning to shift its modem business away from Intel. The accuracy of that prediction is questionable, however, and there's no clear timeline on when Apple might be planning to make the shift. Presumably this would impact 2019 iPhones, as deals for 2018 iPhones are established.


    For many years, Apple relied solely on Qualcomm chips, but added Intel as a manufacturer a couple years ago. Current iPhones use LTE chips from both Qualcomm and Intel, but Apple is embroiled in a lawsuit with Qualcomm and is rumored to be aiming to ditch Qualcomm chips, too.

    Given the sheer number of iPhones Apple produces each year, it's not clear if Apple could rely on MediaTek as sole supplier for its LTE chips, so the conflicting rumors of Apple cutting ties with both Intel and Qualcomm are somewhat confusing.

    Apple is developing its own modem chips to reduce its reliance on both Intel and Qualcomm, but it will need to continue to use third-party chips until its in-house solution is ready to be deployed in iOS devices.

    Current rumors suggest Intel will supply approximately 70 percent of LTE chips set to be used in the 2018 lineup, with the rest of the chips continuing to come from Qualcomm.

    Apple is also moving away from Intel chips in its Mac lineup, with rumors suggesting the company is developing its own custom Mac chips that could be deployed as early as 2020.

    Article Link: Intel May Lose Apple Modem Business to MediaTek
  2. pika2000 macrumors 601

    Jun 22, 2007
    Multi-sourcing of components is nothing new for Apple, not really news here (other than maybe to speculate on intel's stock).
  3. NIKKG macrumors 6502


    Feb 23, 2012
    If I was Intel, I'll tell Apple to screw off if they gonna play that game. All that money intel is pouring in r&d and machinery and Apple is gonna just play them for a fool. Not worth the investment, let them go back to Qualcomm.
  4. yeah macrumors 6502a


    Jul 12, 2011
  5. now i see it macrumors 68030

    Jan 2, 2002
    There's zero evidence to back up that claim. All speculation. But this is Mac Rumors so anything goes
  6. benroberts3 macrumors member

    Oct 18, 2012
    Kansas City
    Fake news. Will never happen. MediaTek chipsets for LTE don’t come anywhere close to what Intel and Qualcomm offer.
  7. FFR macrumors 68040


    Nov 4, 2007
    I’m pretty sure Apple will stick with intel atleast for the next two iPhones.
  8. BeSweeet macrumors 68000


    Apr 2, 2009
    San Antonio, TX
    Good. Intel's cellular, Wi-Fi and Bluetooth radios have generally always been subpar compared to competitors.
  9. Michael Scrip macrumors 603

    Mar 4, 2011
    If the rumor is true... I bet the folks at MediaTek are celebrating about receiving an order for 100 million modems next year.

    And possibly 200 million if Apple leaves Intel and Qualcomm.

    Gosh... my mind hurts thinking about producing 200 million parts... and the fact that each iPhone has 50+ parts.

  10. macduke macrumors G3


    Jun 27, 2007
    Central U.S.
    Oh wow, I didn’t realize Apple was working on their own modem chips. Given what they’ve done with the A-series and the W-series (which is still new but surprisingly great), I’m really looking forward to seeing what they’re able to deliver! Where it will get tricky is trying to work with or around all the cellular patents.
  11. Kaibelf macrumors 68020


    Apr 29, 2009
    Silicon Valley, CA
    And this simplistic reaction is exactly why you'll never run a successful multinational company. Business and capitalism aren't about some bizarre loyalty or friendship structure. They are ultimately about one thing: profit. If Intel did something like that, they would lose because Apple would just turn to their competitors for all chips outside of processors and likely accelerate the move to ARM completely. They could even potentially tap AMD for processors and give them an enormous leg up.
  12. technole macrumors regular


    Sep 22, 2017
    It takes courage to want to develop your own modem chips.
  13. NIKKG macrumors 6502


    Feb 23, 2012
    Apple is pretty much out of the pc business as is, don't think it's that big of a deal for Intel. Right now, Intel is putting alot of money and resources to develop modems, for Apple to just walk away from them after a year or two is not good allocation of resources for Intel. I'm sure they got a multi year agreement so Intel can recoup their investment.
  14. Tubamajuba macrumors 68020

    Jun 8, 2011
    Done with MacRumors, the trolls have won
    Ah, this explains your "screw off" remark in your first comment. You're extrapolating your personal frustrations with Apple onto a multinational profit-driven corporation.
  15. alien3dx macrumors 6502a


    Feb 12, 2017
    lol . apple using mediatek ? better i'm stuck with old 5s
  16. elvisimprsntr macrumors 6502

    Jul 17, 2013
    Likely scenario is Apple is ditching QCOM, and dual sourcing from INTC and MDTKF. Or more likely someone is pump-n-dump'n MDTKF stock.
  17. makitango macrumors regular

    Apr 15, 2012
    MediaTek, lol. Reminds of the old days when onboard chips from MT were the worst of their kind.
  18. alien3dx macrumors 6502a


    Feb 12, 2017
    mediatek just target cheap phone quad core phone. For gaming still okay old times. But 5S still survive upon this year compare to my new android 300 sub par phone..
  19. Pupi macrumors 6502


    Apr 12, 2015
    Good. Intel is crap. They ruined Mac’s iGPUs, they are ruining iPhone’s modems, and their CPU release schedule is hit or miss. Hate that company.
  20. alien3dx macrumors 6502a


    Feb 12, 2017
    still can play fortnite.. but have to close all program . Don't hate intel unless you want new apple to be amd threadripper
    + vega m ..:rolleyes:

    ** baseline 2017
  21. macintoshmac macrumors 68030


    May 13, 2010
    It will be nice to see Apple using its own chips once again after decades (talking about the mac).
  22. pika2000 macrumors 601

    Jun 22, 2007
    In business, it goes both ways. Apple has a really large volume of order, and if intel just passed on that, I’m sure their board of directors would question someone why intel passed up on such a huge revenue. Hard feelings don’t usually count as an excuse. The issue is most likely intel can not deliver enough volume, thus its normal for Apple to source other companies. They already did this to pretty much all the major components in the past (DRAM, screen, the A chip itself, etc).
  23. TimmeyCook Suspended


    Jun 20, 2018
    Not a chance!

    Not a single chance!

    Mediatek is crappy and Trump would not like this Chinese matrimony one bit.

    This is just stock manipulation, MacRumors should take a step and not publish what this is.
  24. PickUrPoison macrumors 68020

    Sep 12, 2017
    Sunnyvale, CA
    Not “Apple is also moving away” but “Apple might be” or “Apple could be” or “Apple may be”.

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