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Apple in Advanced Talks to Buy Intel’s Smartphone-Modem Chip Business

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101–110 of 139 posts

Re: Apple in Advanced Talks to Buy Intel’s Smartphone-Modem Chip Business

#101
post #80
post #71

Earlier quoted context omitted.

> The reason this is not a feature is that it would add a lot of cost related to patents and IP licensing. Looking at the numbers here(1), this is not right. They sold ~46 millions iPhones, ~9 millions iPads for a rounded total of ~50 millions devices with a GSM modem. Meanwhile, they "only" sold ~5 millions Macs, which include all the laptops and desktop offerings. Therefore, adding a GSM device to all their mobile…

You realize that qualcomm's ridiculous licensing terms entitles them to a percentage of the sales price of the end device, right? At $2-3k per laptop that's not exactly chump change and would likely lead to a noticeable price increase on a laptop that's already considered "overpriced" by the general public.

Qualcomm has royalty caps for smartphones, tablets, and laptops: https://investor.qualcomm.com/static-files/f2a607b2-efed-424...

Quote: We broadly provide per unit royalty caps that apply to certain categories of complete wireless devices, namely smartphones, tablets and laptops, which effectively provide for a maximum royalty amount per device.

Re: Apple in Advanced Talks to Buy Intel’s Smartphone-Modem Chip Business

#102

Earlier quoted context omitted.

Only PHY is in hardware, indeed with firmware control. Then, the protocol stacks on top of that are enormous and complex. The software is very large. Broadcom also tried and failed because they underestimated the task, IMO. Those who can/could make it happen are those who are willing to invest massively over many years and, ideally who have a sure customer. E.g. Huawei who is willing to take the long view and who shi…

Intel literally spent billions on this effort and Apple was desperate to use them to avoid being reliant on Qualcomm - and still failed.

Apple’s quarterly revenue is larger than Qualcomm’s market cap. This is clearly about more than the money for them. I wouldn’t be shocked if they spent 10bn and poached away half of Qualcomm’s best engineers. They’ve already been on a hiring spree and opened a pretty nice office down in San Diego.

Re: Apple in Advanced Talks to Buy Intel’s Smartphone-Modem Chip Business

#103
post #77

Earlier quoted context omitted.

I think you under-appreciate how stupendously expensive it is to settle patent disputes. There's no question that 4G would have been useful in laptops and given that Apple sells them at a premium, even small increases in market share are very lucrative. The reason they didn't was cost and mitigating risks infringing on relevant patents. For a phone this is essential and not optional, for a laptop this isn't the case.

If I remember correctly the price of the Qualcom "essentials" patents is based on the price of the whole device. So in that regard it would make sense to avoid laptops since there are smaller margins and the price tag is also higher.

Qualcomm has royalty caps for smartphones, tablets, and laptops: https://investor.qualcomm.com/static-files/f2a607b2-efed-424... [PDF]

Quote: We broadly provide per unit royalty caps that apply to certain categories of complete wireless devices, namely smartphones, tablets and laptops, which effectively provide for a maximum royalty amount per device.

Re: Apple in Advanced Talks to Buy Intel’s Smartphone-Modem Chip Business

#104
Intel seems to become pointless in near future, AMD is cutting fast into desktop and server markets, Apple makes its own mobile chips and rest of the industry buys quallcoms chips. Soon Apple may drop Intel altogether from its laptops, and PC industry might follow the suite. What will Intel be doing in near future is quite worrisome. Intel should have pursued modem chips more effectively but their multi million dollar pay checks have to come from somewhere so they refuse to drop prices in any segment. Is Intel planning to shut shop in a few yrs?

Re: Apple in Advanced Talks to Buy Intel’s Smartphone-Modem Chip Business

#105
post #99
post #78

The irony that Apple really hate paying that royalty but expect App developers to do the exact same. Here's a fun anecdotal story. Me and my partner both have iPhone 7+ devices and the same carrier. I get 2 bars of 4G signal and she gets none inside our apartment. She has to walk outside to take calls. I couldn't understand how this was possible but after some research I discovered that my iPhone has a Qualcomm modem…

> it sure seems crazy that they're also getting the worst modem in the world packaged inside it so Apple can save a few dollars on the cost of the unit. A few dollars? Qualcomm skins you for all you are worth. Yeah, the actual chip is few bucks more, but the support framework for that chip is mega $$$. Want to debug the modem? Looks like you need Qualcomm's proprietary debug tool QXDM! That'll be $25K per year per se…

As developers we feel you but to the original point, Apple is already paying that and is basically A/B testing how much pain consumers can take. All at a premium consumer price.

Re: Apple in Advanced Talks to Buy Intel’s Smartphone-Modem Chip Business

#106
post #51

Earlier quoted context omitted.

Theres really no great need in 4g for macbooks? I mean you can activate your wifis hotspot with handoff directly from your macbook without ever touching your iphone.

Apple has investigated this over the years, even getting as far as building a red board prototype 3G MacBook Pro in 2007: https://www.cnet.com/news/apple-wants-its-3g-macbook-prototy... (Green and blue boards tend to be for production-ready prototypes, red is fairly hacked together.) I believe the objections are 50:50 software-related and battery. How do you set suitable data usage thresholds on a Mac which is runnin…

It’s not hard to write something that kills an interface shortly after the transmitted data crosses a threshold (I’ve done it multiple times for myself.) I’m still surprised apple has refused to add this to any of their OSes.

Re: Apple in Advanced Talks to Buy Intel’s Smartphone-Modem Chip Business

#108
post #72

Earlier quoted context omitted.

Assumes you have wifi hotspots in range and an iphone that's configured correctly with adequate battery.

the phone would be a wifi hotspot, sharing it's 4g connection with the laptop, via wifi.

Or if you don't have much battery, you can kill two birds with one stone by plugging the phone into the laptop and tethering over USB while charging it.

Re: Apple in Advanced Talks to Buy Intel’s Smartphone-Modem Chip Business

#109
post #72

Earlier quoted context omitted.

the phone would be a wifi hotspot, sharing it's 4g connection with the laptop, via wifi.

Or if you don't have much battery, you can kill two birds with one stone by plugging the phone into the laptop and tethering over USB while charging it.

or you could buy a laptop with 4g :P

Re: Apple in Advanced Talks to Buy Intel’s Smartphone-Modem Chip Business

#110
post #54

Earlier quoted context omitted.

assuming you have an iphone, and it has plenty of battery...at one point after using the hotspot for a while my iphone showed a temperature warning, and I had to wait for it to cool off before I could use it again. Having the laptop battery and cooling would be much better

Man, I use the hotspot function of my iPhone all the time and never have heat issues. I wonder why?

also the Mac may detect it as a metered mobile connection and defer/throttle background usage (updates, etc).
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