All iPhone XI and iPhone 9 handsets might use Intel modems

2018 iPhone Models to Exclusively Use Intel Modems Ditching Qualcomm Report

Qualcomm's shares fell 3 per cent on Monday after two brokerages said Apple might drop the chipmaker in favor of Intel as the supplier of modem chips in its next generation of iPhones. The note was originally reported on by 9to5Mac and MacRumors.

Kuo had earlier projected Intel supplying 70 per cent of the modems, with Qualcomm providing the remaining 30 per cent of orders, but he now believes Intel will be the sole supplier, as it enjoys several competitive advantages.

Apple might be moving away from Qualcomm as their exclusive LTE baseband chip provider.

Both companies have been known to keep close ties, with most Mac products relying on Intel processors and one of Qualcomm's disputes with Apple suggesting that the company wrongly shared proprietary chip code with Intel as well.

Apple's new found love for Intel is also understandable considering the high stakes legal battle that Apple and Qualcomm have got embroiled themselves in.

In the Apple vs Qualcomm saga, both players have filed patent infringement suits against each other.

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Touching on this point, reliable Apple analyst Ming-Chi Kuo recently issued an investor note (obtained by AppleInsider) claiming that Apple's LCD-based edgeless iPhone will be more popular than the company's OLED-based models.

However, the report also stated Qualcomm might still have a chance of featuring in 2018 iPhone devices. The iPhone 11 chips made by Intel will also support dual SIM functionality and dual standby, but that's no guarantee that the future iPhones would offer dual SIM support.

The iPhone Xs is expected to sport a 5.8-inch OLED screen and the iPhone Xs Plus a 6.5-inch OLED display.

Sector analysts have said in the past that Intel may not be as well prepared for 5G networking as Qualcomm and that iPhones with Qualcomm chips have performed better than models running on Intel chips. Qualcomm is expected to aggressively pursue orders from Chinese smartphone makers to offset the lost orders.

With iPhone X, Apple has already started this transition; some iPhone X models are already shipping with Intel's XMM7480 models.

Qualcomm, however, was first to strike against Apple.

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