d******1
发帖数: 349 | 1 Why Do Apple Inc. and Qualcomm Inc. Reportedly Have an “Uneasy”
Relationship?
Apple and its supplier Qualcomm are essentially competitors.
http://www.fool.com/investing/general/2015/10/07/why-do-apple-i
In a recent article published in Venture Beat, the author claims that, per
his sources, Apple (NASDAQ:AAPL) and one of its key iPhone suppliers,
Qualcomm (NASDAQ:QCOM), have an "uneasy relationship." In this article, I'd
like to offer a potential explanation for this reportedly rocky relationship.
Qualcomm's chip business likely benefits from Apple share loss
Although Qualcomm supplies chips to Apple, it doesn't sell nearly as much
content to the latter as it provides to many other high-end smartphone
makers.
In its teardown report of the iPhone 6s, iFixit reported finding the
following Qualcomm chips:
MDM9635 category 6 LTE modem
PMD9635 power management chip
WTR3925 RF transceiver
QFE1100 envelope tracking chip
In contrast, iFixit saw the following Qualcomm chips in its teardown of the
LG G4:
Snapdragon 808 chip (this includes both a Qualcomm-designed applications
processor as well as a category 9 LTE baseband in a single piece of silicon)
WCD9330 audio codec
PM8994 power management chip
WTR3925 RF transceiver
On an apples-to-apples basis, Qualcomm seems to have materially higher
dollar content in the LG flagship than it does in the Apple flagship.
Additionally, keep in mind that Apple is a very large customer that is
likely able to command meaningful "volume discounts" given the kinds of
volumes that it brings to the table with iPhone. In contrast, the market for
Android flagships has several vendors that all ship phones in much smaller
quantities than Apple does, which may mean they don't quite get the
aggressive pricing than Apple likely gets.
In light of this analysis, I'm fairly confident Qualcomm would much prefer
to see the various Android flagship phone vendors gain share on Apple than
the reverse (which is the trend that seems to be going on in the industry).
Apple probably isn't too thrilled with what Qualcomm does, either
Qualcomm does a lot of work in trying to capture as much of the smartphone
platform bill of materials as it can. In addition to modems, applications
processors, and audio codecs, Qualcomm has been touting technologies such as
"Snapdragon Sense ID," which is essentially a competitor to Apple's Touch
ID.
By providing these technologies to its chip customers, Qualcomm allows Apple
's competitors to more easily and quickly implement advanced features in
their phones. Apple's modem revenue, to some extent, funds the development
of Qualcomm's future smartphone chips and related platform features --
something that may not sit well with the iDevice maker.
Apple likely wants to lessen its dependence on Qualcomm
I suspect that Apple is eager to lessen its dependence on Qualcomm for such
a critical component in its iPhone. The reports that Apple is aiming to
source modems from Intel (NASDAQ:INTC) likely have some merit to them, and I
wouldn't be surprised to see Intel added to Apple's iPhone supply chain
down the line as long as Intel can provide high-quality alternatives to
Qualcomm's modems.
Longer term, I suspect Apple will eventually build its own cellular modems.
It could be many years before Apple is ready with cellular modems good
enough to substantially cut out third-party suppliers. But given how
successful the company has been with its A-series chips, I have little doubt
that Apple could eventually build up one of the world's best modem/RF teams
-- a prospect that might just keep Qualcomm execs up at night.
The next billion-dollar iSecret
The world's biggest tech company forgot to show you something at its recent
event, but a few Wall Street analysts and the Fool didn't miss a beat: There
's a small company that's powering their brand-new gadgets and the coming
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room to run for early-in-the-know investors! | f*******2
发帖数: 341 | 2 Apple有自己的A9，根本不用球康的SnapDragon，主要用Q的Modem。
[在 dchow201 () 的大作中提到：]
：Why Do Apple Inc. and Qualcomm Inc. Reportedly Have an “Uneasy”
：Relationship?
：........... |
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