Intel has just announced the world’s first global 5G modem to help test initial 5G spectrum deployments across the world. As timing would have it, AT&T also announced their “5G Evolution” plans for 2017, which detail what they hope to achieve with the new wireless technology.
Bloomberg reports that Qualcomm shares have dropped after the company’s CEO hinted that its biggest customer could switch to a rival supplier for future orders. Reading between the lines, the speculation is that its biggest customer is Apple (Samsung is the only other company close to holding that title) and that a switch to Qualcomm’s rival means Apple’s is considering Intel for LTE modem chips in the iPhone 7:
Image Credit: Maurice Tsai / Bloomberg
According to a report out of Bloomberg, Apple has opened a secret production laboratory in northern Tawain to focus on developing new display technologies. The report claims that the lab, located in Longtan, has at least 50 engineers and various other employees working to develop iPhone and iPad displays.
According to a report out of VentureBeat, Intel has built a team of more than 1,000 people to build chips for the next-generation iPhone. Specifically, Intel hopes to supply its 7360 LTE modem chip to Apple for the device, and if all goes well, even take part in the manufacturing.
Another day, another series of iPhone rumors. Yesterday’s roundup included the latest information about a September 18th next-generation iPhone launch date, faked benchmarks, and new system-on-a-chip schematics, and today our roundup covers a likely fake rose gold iPhone 6S image, reservations for the new phone from carriers, and Germany, and a pair of claims out of China about future iPhone models. Let’s start with the rose gold image:
In case you missed it, Mark appeared on CNBC’s “Squawk Alley” earlier today to discuss the leaked iPhone 6S, its numerous changes, and its new Qualcomm chip and double LTE speeds, plus this week’s launch of Apple Music and Beats 1 and what to expect for the future of Apple’s new streaming music service. Watch below:
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One of the main upgrades to the next iPhone’s internals will be a redesigned wireless system featuring a new Qualcomm-made LTE chip, as revealed by images of a prototype iPhone 6S logic board shared by a source. As shown in the image below, the new device will include Qualcomm’s MDM9635M chip, also known as the ‘9X35’ Gobi modem platform. This new chip promises significant performance improvements over the “9X25” chip found inside of the current iPhone 6 and iPhone 6 Plus, capable of delivering up to twice the theoretical LTE download speeds…
As Mobile World Congress kicks off in Barcelona, Samsung and HTC have both unveiled their respective 2015 flagship devices. First off, HTC this morning unveiled the One M9. The device features a Snapdragon 810 processor under-the-hood with a 2,840mAh battery to go with it. HTC infamously ditched Megapixels with its One M8 flagship, but this time around, the company is touting that the One M9 feature a 20MP rear-facing shooter with a f/2.2, 27.8mm sapphire lens and 4k video recording.
Visually, the One M9 looks almost identical to its predecessor…
Qualcomm, which makes baseband communications chips for Apple and licenses 3G and 4G patents to other smartphone manufacturers, has been fined almost a billion dollars by the Chinese government in an anti-trust case. The company was found to have abused its dominant position in wireless chip technology by charging “unfairly high” licensing fees to manufacturers of smartphones and tablets.
The 6B Yuan ($960M) fine is the largest fine ever imposed on a foreign company, reports the Guardian. China’s National Development and Reform Commission (NDRC) said that the fine was calculated as 8% of Qualcomm’s 2013 revenue in China. China is responsible for around half of Qualcomm’s total revenue.
Chinese regulators said that Qualcomm bundled together patent licenses, forcing Chinese companies to buy unwanted licenses in order to get the core 3G and 4G ones they needed. Qualcomm said that it was disappointed by the ruling, but has agreed to separate out its licenses to allow companies to purchase only the ones they need.
The ruling is unlikely to impact Apple this year, as the company orders its baseband chips from Qualcomm rather than licensing patents, but may have an impact next year. KGI predicted last month that Apple would be buying 30% of its baseband chips from Intel in 2016.
Photo: Mike Blake/Reuters
Is an A-series chip destined for a future model of the 12-inch MacBook Air?
A KGI report predicts that Apple will begin using its own processors for Macs “in the next 1-2 years,” with a specific prediction of a Samsung-fabbed A10X chip powering at least one Mac made in 2016. The wording appears to suggest an entry-level machine–possibly a future model of the 12-inch MacBook Air.
Apple may launch Mac products that use own AP [Application Processor] in next 1-2 years. This prediction is based on the assumption that Apple’s self-developed AP performs at a level between Intel’s Atom and Core i3 and is good enough for Mac. Using self developed AP can help Apple better control the timing of Mac launches and Mac product features.
With performance between an Atom and Core i3, the chip would not be suitable for mid- to high-end Macs.
An accompanying table (below) shows an A10X chip made with a 10-nanometer process to be made by Samsung at some point during 2016 …
NVIDIA has thrown down the gauntlet to Apple in the mobile chip power stakes. While the A8X chip used in the iPad Air 2 has so far blown away the competition, NVIDIA has shown off benchmarks indicating that its new mobile superchip, the Tegra X1, leaves it standing.
The benchmark data shared with SlashGear were heavier on graphics than hard data, but appear to show that the chip significantly outperforms the A8X, with NVIDIA saying that it will offer “silky-smooth 60fps 4K video.” The one number the company did share is that when throttled back to match the GPU performance of the Apple chip, power efficiency was 1.7 times better.
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Carriers have started rolling out faster LTE-Advanced networks, also known as LTE-A and LTE+. If today’s rumor is correct, the iPhone 6 will be able to take advantage of these faster networks, but will top out at 150Mbps rather than the maximum 300Mbps supported by LTE-A.
GforGames is citing a Geekbar post, suggests that the LTE modem in the iPhone 6 will be the Qualcomm MDM9625, which supports LTE-A but only up to 150Mbps.
To put the speeds into perspective, the LTE modem used in the iPhone 5s and 5c tops out at 100Mbps, so we’d see a 50 percent increase in speed rather than a 200 percent one.
It should be noted that the source of the rumor is the same one which yesterday got its NAND and its DRAM confused, and has a record of mixed reliability. However, it wouldn’t be a surprising decision by Apple. LTE-A is at a very early stage, with limited network roll-out and only a few handsets supporting it. Apple generally prefers to wait for a technology to mature before adopting it.
We shouldn’t have long to wait to find out, with Apple expected to officially launch the iPhone 6 at a media event on 9th September.
Recent claimed leaked parts appear to show tapered edges on the display panel and the power button moved from the top to the side of the phone; a raised camera cutout; a single, circular True Tone flash; and the logic board assembly – with far fewer leaks for the 5.5-inch model, perhaps lending weight to rumors that it will go on sale later than the 4.7-inch one.
Apple is reportedly putting together a new engineering team that would focus on creating baseband hardware for future iPhone models, according to Digitimes. Apple’s current chips are supplied by Qualcomm, but is said to be considering a move to an in-house design as it did with its mobile processors with the launch of the iPad.
The report indicates that any such design would not appear in hardware this year, but could be considered for the next round of iPhone updates. That would put it on track for what we could tentatively call the iPhone 6s.
Of course, this report should probably be taken with a grain of salt. Digitimes doesn’t have the most solid track record, although they have been known to be right on occassion.
Image via iFixit
Two new reports out today are offering a bit of early insight into what to expect from Apple’s next A-series SoC, or system on a chip, that powers its iPhone and iPad devices.
The first tidbit from Fudzilla says Apple will once again rely on Qualcomm for LTE chips in the next round of iOS devices rather than an A8 chip with LTE integrated. So what does this mean? It’s probably safe to assume Apple will save a SoC which includes the LTE modem in a future iteration.
Generally, the fewer chips required in a mobile device, the better optimized for battery life the device is. Apple, of course, must strive to engineer battery life parity, if not improvements, as our devices get more powerful each generation.
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If Qualcomm seemed rather taken by surprise by Apple’s use of a 64-bit chip in a smartphone, first dismissing it as a gimmick and then hastily backtracking and announcing it would be making 64-bit smartphone chips itself, that’s because it was, says Dan Lyons in a nicely-written piece on HubSpot. The piece includes what has to be a strong contender for tech quote of the year:
The 64-bit Apple chip hit us in the gut,” says the Qualcomm employee. “Not just us, but everyone, really. We were slack-jawed, and stunned, and unprepared. It’s not that big a performance difference right now, since most current software won’t benefit. But in Spinal Tap terms it’s like, 32 more, and now everyone wants it.”
The reference is to a scene in the 1984 mockumentary This is Spinal Tap where the band proudly shows an amp that goes all the way up to 11, explaining that “it’s one louder.” What Qualcomm missed was that while 64-bit smartphone chips may be of limited immediate value, the A7 made for a compelling marketing sell, leaving other companies scrabbling to catch up.
Qualcomm has just created a 64-bit version of its Snapdragon SOC and expects to see it appearing in Android phones sometime in the second half of next year.
[youtube=http://www.youtube.com/watch?v=P3LX84jdfnE]
Apple’s iBeacons aren’t the only Bluetooth LE beacons available, but they have so far been the default option for retailers thanks to the backing of such a well-known company. Qualcomm, which makes wireless chips for Apple among many others, may be aiming to change that with its launch of its own beacons from just $5 each.
Gimbal proximity beacons, available in two models, are accurate down to one foot and work indoors and outdoors […]
Depending on volume, Series 10 beacons [for indoor use] are available for as little as $5 each and Series 20 beacons [weatherproof version] are available for as little as $10 each.
While the move represents competition for Apple, it’s good news for iOS users …
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Several job postings looking for both hardware and software engineers reveal that Apple is looking to begin its own chip development in Orlando, Florida.
Last week we learned that Apple is hiring software engineers to work on fingerprint technology at Authentec in Melbourne, Florida, which is about one hour south of the future site of the company’s development labs.
The job posting are interesting as Samsung, which works with Apple to develop the custom chips used in iPhones and iPads, continues to compete with Apple in the smartphone and tablet space.
In January, anonymous U.S. analysts at Detwiler Fenton postulated that Apple could save a few bucks on a low-cost iPhone by using a Qualcomm Snapdragon integrated processors that place the CPU and wireless processors on the same die.
“It is likely that the work with QCOM is being driven by AAPL’s concern regarding maintaining gross margins as well as the need to differentiate the product by performance,” the research firm (which shuns putting the spotlight on particular analysts) said in a research note. “AAPL would not want a value priced iPhone to offer the same kind of graphics and video support, processing power etc. that its premium priced device would, therefore a less powerful lower-end Snapdragon integrated solution would help segment the product.”
At the time, the idea of Apple using Qualcomm processors and not its own perhaps older-model processors seemed preposterous. Sure, Apple uses Qualcomm 4G radio chips extensively, but its own processors now power the ‘free with a plan iPhone 4’ and the prospect of reworking the OS to work with a new off-the-shelf Qualcomm processor instead of in-house solutions still seems extremely unlikely.
The rumor seemed to have died, but the ‘iPhone Math’ translation experts at the China Times republished it. The rumor was then picked up by Macotakara in Japan, and is now back stateside, but it is no more likely this time around.
In fact, the original analysts —with the statement “AAPL would not want a value priced iPhone to offer the same kind of graphics and video support, processing power etc. that its premium priced device would, therefore a less powerful lower-end Snapdragon integrated solution would help segment the product”— seemed to have no knowledge of Apple’s wide range of A4, A5, and A6 processors or wide range of iPhones in which those processors currently reside.
Originally thought to be a prototype by its seller, this rare, transparent Apple Newton 110 was apparently given to a limited number of developers during an Apple Conference. The seller estimated through his research that there was somewhere between 150 units and 1,200 units produced. These have popped up for sale online in the past, but it’s clearly a rare piece. The seller will let it go for the Buy Now price of $1,350. A gallery is below:
International CES 2013 is officially ending, so we decided to share some of what we saw from the show floor and surrounding events. 9to5Mac has tons of CES coverage for some of the most interesting new iOS accessories, advancements in display technology, and new Apple-related products we saw at the show right here, but below we have put together a collection of photos and video we shot while walking the many acres of CES exhibits at the Las Vegas Convention Center. Enjoy.
Qualcomm CEO Paul Jacobs went on “Charlie Rose” last night to discuss a range of topics, including Apple.
Jacobs notably told an anecdote (around 3:00) of when he tried to persuade Apple in the 1990s to put a Qualcomm radio in the Newton PDA, but his pitch failed. He also apparently took his Newton to Palm, with it taped to a Palm Pilot brochure, and pitched the idea of integrating Palm’s OS into a Qualcomm smartphone. Of course, that device eventually became the Qualcomm PDQ. As Venture Beat noted, the PDQ is quite possibly the world’s first smartphone with a mobile, app-centered OS and cellular connectivity.
Jacobs further called Apple an amazing marketing company and credited the iPhone as helping to expand the curve of mobile. He also admitted the success of Qualcomm is directly tied to Apple’s mobile endeavors in recent years (around 13:00): “We were putting Internet protocols into the phone in the early 90s, but it wasn’t really breaking through to the mainstream.”
Check it out:
Things aren’t looking good for chipmaker AMD…Following another round of layoffs totaling about 15 percent of its employees last month, Reuters reported today that AMD is looking for an investor to sell its Texas campus in order to raise up to $200 million in cash in a multi-year lease back deal. AMD’s cash dropped from $279 million to $1.48 billion in the third quarter, and today the company sits at a market cap of $1.40 billion.
Despite not being the “main option,” with the restructuring and the company’s financial issues, Reuters’ sources claimed an outright sale of the company isn’t out of the question. This isn’t the first time we’ve heard chatter of an AMD takeover. However, with the company sitting at a market cap of $1.40 billion and rumors of Bob Mansfield’s new Technologies group possibly transitioning away from Intel processors, we can’t help but imagine a few things Apple would stand to gain from the purchase…
Just before we heard Apple was not using an ARM-designed processor and instead its first custom CPU design for the new iPhone’s A6, we also heard reports that Apple was reducing component orders from Samsung due to the two companies’ ongoing patent disputes. While we knew Samsung was still—at the very least—manufacturing the new chip, a report from KoreaTimes gives more insight into the company’s involvement directly from a Samsung official. According to the report, the A6 is the first of Apple’s iPhone chips where Samsung did not contribute to development of the technology:
According to industry sources, Apple has not collaborated with Samsung in the process to develop its A6 microprocessor used in its latest iPhone 5. Samsung has handled the manufacturing of the processors used in previous iPhones and believed to have contributed in their design to some degree… It now appears that the structure of the deal has been dramatically adjusted…Apple is still relying on the Korean firm to manufacture its chips but has made it clear it will no longer use its rival’s technology.
We heard conflicting reports in September regarding Apple’s decision to reduce component orders from its biggest supplier, Samsung. Reuters claimed the reduction in orders was an attempt to simply “widen its supply chain,” while others reported Apple is actively reducing orders of displays, memory chips, and batteries specifically due to increasing tension between the companies. According to the report’s source, an unnamed senior Samsung official, Samsung is now only manufacturing the A6 chips on a “foundry basis”:
“There are three kinds of chip clients. Some want us to handle everything from chip design, architecture and manufacturing. Some want us to just design and manufacture. Some want us to just make the chips. Apple is now the third type,’’
Related to today’s report: Apple’s recent hiring of Samsung chip designer Jim Mergard. The report claimed the hiring of Mergard, who was working specifically on ARM chip designs at Samsung and prior, increases the “mutual tension”…
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Update: While the meeting apparently didn’t result in any resolution, ZDnet reports the ITU’s Malcolm Johnson said the ‘heated debate’ “has gone a long way to help clarify the positions” of the companies involved:
“Today’s event has gone a long way to help clarify the positions of various stakeholders in determining the effectiveness of FRAND commitments and the impact of litigations surround standards-essential patents,”
ZDnet also reported Motorola argued “Apple was misunderstanding the way FRAND works in the telecoms industry”:
“For 20 years the [FRAND] licensing commitments made by innovators in the communications industry have been sufficient,” Warren said. “Past experience would indicate that [FRAND] has been effective… but that doesn’t mean there isn’t room for improvement to improve the present situation.”
The world’s biggest tech companies are meeting today for a Patent Roundtable with the United Nation’s International Telecommunications Union to “assess the effectiveness of RAND (reasonable and non-discriminatory) – based patent policies.” The meeting will take place at the ITU headquarters in Geneva, Switzerland; and according to several reports, it will include Apple, Samsung, Nokia, Google, Microsoft, and many of the industry’s other biggest players. The discussions follow high-profile, patent-related cases and failed settlement talks between Samsung and Apple, while the European Union continues to probe Motorola, Samsung, and others over potential abuse of the patent system. It also comes as Google’s legal chief David Drummond issued statements to the press calling for a reform on software patents.
A report from BBC noted others attending the roundtable include: Qualcomm, Cisco, Research in Motion, Intel, Philips, Huawei, Sony, and Hewlett-Packard. BBC also provided statements from the companies that submitted pre-event arguments (below).
According to the ITU, the meeting will have the following objective:
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