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In recent years, Intel's mobile communications business has enjoyed a significantly higher visibility and a significantly higher business figure. high thanks in particular to a major customer: Apple. Since the iPhone 7, Intel has provided some of the modems for Apple's devices, Qualcomm taking care of the rest. Apple is even going to disable some modem features in both device families to keep the features equal to each other. But now, there is rumor that this case is not going so well. Apple would have dropped Intel from its 2020 device lineup, and the company's next 5G modem, Sunny Peak, would have no more homes.
The report, from Calcalistech, claims to be based on Intel 's internal documentation, and the document claims Apple has been the main driver of Intel' s 5G development efforts. Sunny Peak was a 5G handset, Wi-Fi and Bluetooth and, according to the same documents, 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 busy working on Sunny Peak will however be redirected to other 5G efforts to improve the overall Intel 5G program.
Sunny Peak is no the XMM 8060 that Intel announced a few months ago, and therefore does not represent the first 5G silicon of the company, it is a later product, presumably intended to deploy a more comprehensive version of 5G technology. Previously discussed, the 5G is not just a set of frequencies or capabilities. e start to offer 5G service using 4G LTE equipment and infrastructure, and there will be several different types of 5G offered. With the IoT that should become a key factor of 5G, there are certainly other segments in which Intel can sell – but the prestige, volume and prices of an Apple Design are only not fungible, for example, with the next version of FitBit. , smart sensor, or even a device like the Microsoft Surface.
Although we were not able to directly confirm this rumor, there were murmurs of problems between Intel and Apple before that. At the end of June, Northland badyst, Gus Richard, wrote that Apple could try to replace Intel modems with Mediatek devices while it also works 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. Whether the rumor "Apple absolutely wants ARM by 2020" is true or not, it probably does not have much influence on the development of the company or on the 5G product plans.
Yet these rumors fail especially 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 business should move to a pure-play foundry model without any real explanation of its operation (to a minimum, 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 were expecting Apple's 5G win to provide critical momentum or license revenue for a major battle with companies like Qualcomm, Mediatek and Samsung for revenue and profits. 5G market share as this industry warms, Int it could have a big problem.
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