지금까지 퀄컴이 독점공급했던 아이폰에 Iphone 6S부터 인텔이 50% 정도 공급하는 vendor로 참여하게 됐습니다. 인텔입장에서는 오래동안 숙원사업이 이루어진것이고요, 독점지위를 유지하던 퀄컴은 또다른 매출 쇼크를 맞게 됐습니다. 다행히 모뎀은 매출 기여도는 높지만 순이익 기여도는 낮아서 다행인 면이 있습니다.

Iphone 6S, 6S plus, 6c(아직 정확하진 않지만) 어떻게 퀄컴과 인텔이 나눠가질지 궁금한데, 지금까지 뉴스로는 주요 시장은 퀄컴칩으로 아시아나 남미시장은 인텔칩으로 간다는 얘기가 있습니다.

인텔은 애플과의 계약으로 인해 내년에 $1B($750Mㅡ - $1.25B)정도 매출에 도움이 될거라고 합니다.

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Intel modems may be in up to half of next-gen iPhone shipments, analyst estimates

By Roger Fingas
Wednesday, August 12, 2015, 11:24 am PT (02:24 pm ET)

Chipmaker Intel may have won as much as half of the orders for modems in Apple's next-generation iPhones shipping this fall, an analyst with Northland Capital Markets claimed on Wednesday.

Apple has been considering an Intel modem "for a while," according to Gus Richard, who didn't identify a specific chip in an investor memo. In March a report sugested that Apple would use Intel's XMM 7360 LTE modem, but only in 2016 and for markets like Asia and Latin America.

Assuming a 50 percent order share, Richard suggested that Intel could generate an extra $750 million to $1.25 billion in revenue during 2016.

"This is a marque win for Intel and would go a long way to reducing the mobile business losses," he wrote.

Although Intel is an overwhelming force when it comes to desktop, laptop, and server processors, the growth of smartphones and tablets has undermined it financially. Most smartphones are based on processors with ARM architecture, including the iPhone, although Apple performs heavy customization to suit its needs.

Modem production is likely well underway for upcoming iPhone models. Apple may announce the new devices as soon as September 9, and launch them later in the month — typically, the company needs between one and two months of non-stop manufacturing to build up launch stock.

It's still uncertain whether there are only two new models planned — commonly referred to as the iPhone 6s and 6s Plus — or if Apple is also working on an iPhone 6c, which might potentially revive the 4-inch display size used for the iPhone 5, 5s, and 5c.

http://appleinsider.com/articles/15/08/12/intel-modems-may-be-in-up-to-half-of-next-gen-iphone-shipments-analyst-estimates

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Analyst: expect Intel LTE modems to find their way in up to 50% of Apple's iPhone 6S shipments

According to an analyst from Northland Capital Markets, we might be in for one of the strangest of partnerships between two tech giants next month. If a new report is to be believed, half of the phones from the upcoming iPhone 6S series will make use of Intel 4G LTE modems.

Gus Richard, an analyst with North Capital Markets, recently stated that Intel has won orders for half of Apple's iPhone 6S and iPhone 6S Plus shipments. According to Apple Insider, this information lines up well with reports dating back in March which claimed that Apple is planning to integrate Intel's XMM 7360 LTE modem in the iPhone 6S series units that will be sold in markets around Asia and Latin America. 

Although Intel dominates the processor market when it comes to traditional computing machines such as desktops, laptops, and servers, Intel's mobile arm has been reporting huge financial losses during the past years. Reports claim that Intel has been heavily subsidizing its tablet processors in an attempt to catch a foothold among entry-level tablet makers in China, although Chipzilla has been unable to compete with ARM designs, either stock or custom, which find their way in the vast majority of smartphones and tablets models. 

According to Richard, this new deal with Apple will translate into a substantial revenue for Intel during 2016, one that will help alleviate some of the pain of its mobile division. The analyst estimates that Intel could generate somewhere between $750 million and $1.25 billion in revenue, which "would go a long way to reducing the mobile business losses". These are good revenue numbers, and Intel will surely welcome the cash despite the fact that company is primarily a processor designer and manufacturer, not a company that specializes in LTE modems.

If this report is accurate, chances are that Intel is currently hard at work manufacturing LTE modems for the first batch of iPhone 6S and iPhone 6S Plus shipments, as multiple reports hinted that Apple's supply chain has already started mass manufacturing components for the next iPhone generation. According to recent reports, Apple will unveil the iPhone 6S generation on September 9, with commercial availability estimated to arrive later in the month. While the iPhone 6S and the iPhone 6S Plus are a lock for this fall, it remains to be seen if the often-rumored iPhone 6C will see an unveiling next month along the two premium smartphones.

http://www.phonearena.com/news/Analyst-expect-Intel-LTE-modems-to-find-their-way-in-up-to-50-of-Apples-iPhone-6S-shipments_id72574#SB6XxJ77TZxwIuYt.99

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Spreadtrum 홈페이지를 훌터봤더니 모뎀,SOC, Modem/Baseband, RF, Power management, Multimedia, Connectivity 등 게다가 펩리스! 완전 Qualcomm을 보고 만들었다고 해도 과언이 아닌 회사네요.

퀄컴 바로 옆에 오피스도 하나 있네요. 화웨이랑 같은 빌딩에 들어있는 것으로 보입니다.

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LTE쪽도 현재 마켓쉐어는 작지만 증가율이 무시무시 합니다. 퀄컴의 경쟁자중 삼성만 성장율이 두자릿수도 너무지는 세자리 무시무시 하네요.

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54조원 규모의 세계 반도체 파운드리 시장을 향한 인텔의 행보가 빨라지고 있다. 인텔은 올해 중 반도체 업계 다크호스로 부상하고 있는 중국 스프레드트럼의 14나노 모바일 애플리케이션프로세서(AP)를 위탁 생산하며 파운드리 시장에서 존재감을 키운다는 방침이다.

28일 주요 외신과 업계에 따르면 인텔은 연내 중국의 스프레드트럼으로부터 14나노 핀펫 파운드리(위탁생산)을 맡을 예정이다. 스프레드트럼은 내년부터 출시할 저사양, 고사양 모바일 프로세서의 대부분을 TSMC, 삼성전자 대신 인텔을 통해 생산할 계획이다.

스프레드트럼이 인텔의 파운드리를 사용한다는 건 기존 ARM을 적용한 프로세서뿐만 아니라 인텔의 x86 설계를 채택한 칩도 만들겠다는 의미다. 현재 모바일 프로세서를 생산하는 90% 이상의 기업은 영국의 ARM 설계를 사용하고 있고, 인텔의 x86 아키텍처를 기반으로 한 칩은 사실상 인텔 외에 없는 상황이다.

이번 인텔과 스프레드트럼의 파트너십은 지난해부터 예견된 일이다. 지난해 인텔은 칭화유니그룹에 15억달러를 투자해 자회사인 스프레드트럼과 RDA 마이크로일렉트로닉스의 지분을 20% 확보했다.

하지만 인텔과 칭화유니그룹의 투자 합의서에 반드시 인텔 파운드리를 사용해야 한다는 의무 조건이 없다는 점을 감안하면 양사의 이해관계가 맞아떨어졌다는 분석이 우세하다. 인텔 입장에서는 ARM 일색인 모바일 시장에서 자사 x86 기반 칩의 점유율을 늘려야 하는 입장이고, 스프레드트럼은 대만의 미디어텍을 뛰어넘기 위해서는 인텔의 공정 기술력이 필요하다.

Intel's Investment in Tsinghua Unigroup/Spreadtrum: WellTimed Strategy to Expand x86 Architecture in Chinese and Emerging Smartphone Markets 

Intel's $1.5 billion investment in Tsinghua Unigroup for a 20% stake as a shrewd and welltimed strategy to further the x86 architecture and Intel technology into the mobile market, given the Chinese government's desire to expand and spur domestic semiconductor production and reduce smartphone silicon imports especially for the low-range and midrange markets. In essence, this investment significantly increases Intel's access to China, India, and other emerging markets through Spreadtrum and RDA's smartphone vendor relationships.

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2015 LTE Baseband Competition Hotting up, Qualcomm’s Lead Shrinking

Spreadtrum Profile - Well Positioned For Mobile Processor Success