d******1
发帖数: 349 | 1 球康的iPhone基带芯片市场看来要丢一半
Intel May Win Half Apple’s iPhone Biz
Intel’s Modem Wins at Apple: Apple has been evaluating Intel’s model for a
while. We now believe that Intel will capture roughly 50% of Apple’s modem
business in the upcoming iPhones due to launch September 9th. Further,
assuming a 50% share of modem business in the new iPhones we estimate that
this win could represent $750M to $1.25B in revenue for Intel in CY16. This
is a marque win for Intel and would go a long way to reducing the mobile
business losses. |
l***n
发帖数: 376 | 2 不是may, 人家都已经庆祝很久了。消息现在才出来?! 可是这消息也不准确。大家做好
准备吧!
a
modem
This
【在 d******1 的大作中提到】
: 球康的iPhone基带芯片市场看来要丢一半
: Intel May Win Half Apple’s iPhone Biz
: Intel’s Modem Wins at Apple: Apple has been evaluating Intel’s model for a
: while. We now believe that Intel will capture roughly 50% of Apple’s modem
: business in the upcoming iPhones due to launch September 9th. Further,
: assuming a 50% share of modem business in the new iPhones we estimate that
: this win could represent $750M to $1.25B in revenue for Intel in CY16. This
: is a marque win for Intel and would go a long way to reducing the mobile
: business losses.
|
f*******2
发帖数: 341 | 3 看来球康还得继续砍15%啊。
[在 lywcn (John) 的大作中提到：]
：不是may, 人家都已经庆祝很久了。消息现在才出来?! 可是这消息也不准确。大家做
好准备吧!
：
：........... |
P**6
发帖数: 4699 | 4 真的啊！不是说用我们的820吗？
再探再查。这个可不是好消息。唉...
a
modem
This
【在 d******1 的大作中提到】
: 球康的iPhone基带芯片市场看来要丢一半
: Intel May Win Half Apple’s iPhone Biz
: Intel’s Modem Wins at Apple: Apple has been evaluating Intel’s model for a
: while. We now believe that Intel will capture roughly 50% of Apple’s modem
: business in the upcoming iPhones due to launch September 9th. Further,
: assuming a 50% share of modem business in the new iPhones we estimate that
: this win could represent $750M to $1.25B in revenue for Intel in CY16. This
: is a marque win for Intel and would go a long way to reducing the mobile
: business losses.
|
b**********y
发帖数: 504 | 5 apple从来都是用自己的ap
[在 P836 (大同利益) 的大作中提到：]
：真的啊！不是说用我们的820吗？
：
：........... |
d******1
发帖数: 349 | 6 今天Finance Yahoo的消息，Apple帮了大忙了
Intel's about to get some major help from Apple in its mobile business
that's lost more than $4 billion last year, according to a new report by
Northland Capital Markets.
The report says Intel may capture half of all modem chips powering the
upcoming iPhones, which could amount to as much $1.25 billion in additional
revenue. It writes:
"Apple has been evaluating Intel’s model for a while. We now believe
that Intel will capture roughly 50% of Apple’s modem business in the
upcoming iPhones due to launch September 9th. Further, assuming a 50% share
of modem business in the new iPhones we estimate that this win could
represent $750M to $1.25B in revenue for Intel in CY16. This is a marque win
for Intel and would go a long way to reducing the mobile business losses.&#
34;
A little over $1 billion in additional revenue for the whole year isn't
big enough to move the needle at Intel, a $140 billion chipmaker that made
over $13 billion in sales last quarter alone. |
d******1
发帖数: 349 | 7 是modem基带芯片，以前一直是高通一家独大
[在 badmintonboy (深院月斜人静) 的大作中提到：]
：apple从来都是用自己的ap
：
：........... |
H***F
发帖数: 2501 | 8 前景不妙？
不是may, 人家都已经庆祝很久了。消息现在才出来?! 可是这消息也不准确。大家做好
准备吧!
a
modem
This
【在 l***n 的大作中提到】
: 不是may, 人家都已经庆祝很久了。消息现在才出来?! 可是这消息也不准确。大家做好
: 准备吧!
:
: a
: modem
: This
|
s**********o
发帖数: 14359 | 9 IPHHONE6用的都是三星的CHIPS吧，本来就不用球康的，没啥影响 |
d******1
发帖数: 349 | 10 外行啦，高端机iPhone基带芯片（3G，4G LTE）一直用高通的，现在有竞争对手了。
联发科，华为也做基带芯片，但只用到低端安卓手机上
[在 smallburrito (smallburrito) 的大作中提到：]
：IPHHONE6用的都是三星的CHIPS吧，本来就不用球康的，没啥影响 |
l***p
发帖数: 358 | 11 当年要不是Pual Otellini 看不起乔布斯的iphone，早就没高通什么事，当然他也因为
这个下台 |
