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Update: An Intel spokesperson contacted ExtremeTech with the following comment: "" Intel's customer commitments and roadmap have not not changed for 2018 until 2020. We remain faithful to our 5G plans and projects. "
In recent years, Intel's mobile communications business has enjoyed a significantly higher visibility and a significantly higher business turnover thanks in particular to a Big customer: Apple.From the iPhone 7, Intel has provided some of the modems for Apple devices, Qualcomm taking care of the rest.Apple even goes to disable some modem features in both device families to keep the features equal to each other.But now, there is the rumor that this case is not going so well.Apple would have abandoned Intel from its range of devices 2020, and the next name of Sunny Peak company code will have no more house.
The Calcalistech report claims to be based on Intel's internal documentation, and the paper claims that Apple was the main driver Intel's 5G development efforts, Sunny Peak was a Wi-Fi handset Fi, Bluetooth and the same documents claim that Intel will try to rework Sunny Peak to include it in the 2022 family of Apple devices. At least part of the team that was working on the main work on Sunny Peak, however, will be redirected to other efforts.
Sunny Peak is not the XMM 8060 that Intel announced a few months ago, and therefore does not represent the first 5G silicon from the company.
Although we could not confirm this rumor directly, there were murmurs of problems between Intel and Apple before. In late June, Northland badyst, Gus Richard, wrote that Apple could try to replace Intel modems by Mediatek It is also working on its own 5G solution. And, of course, there are still rumors that Apple wants to replace Intel in its PCs by 2020, although the difference between replacing Intel modems in its phones and Intel processors that it uses in its desktops and laptops is significant and not trivialized.
Yet these rumors arise at a particularly difficult time for Intel. The company is shaken following the dismissal of former CEO Brian Krzanich and the delay of his 10nm process in 2019, and perhaps half of 2019 at that time. Officially, Krzanich was fired for a consensual deal with a staff member. Unofficially, smart money is on the 10nm delay. The whole Intel integration model has also been criticized in recent days, although it is far from the first time that experts claim that the company should switch to a pure-play foundry model without any real explanation of its operation (at least, it would seem that Intel has to give up its foundry business, as AMD did.]
The big question here is how much damage Apple will lose by 2020 for Intel's business and global plans.If the company can offset the volume of products or continue to license elsewhere, it should be able to make up the difference. But if we expected the victory of the Apple Modem to provide momentum or license revenue for a major battle with companies such as Qualcomm, Mediatek and Samsung for communication and share revenue market, Intel could have a big problem th.
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