d******1
发帖数: 349 | 1 英特尔基带芯片获苹果新款iPhone一半订单
英特尔(Intel)在行动装置市场传出捷报，英特尔4G LTE数据机(
Modem)晶片传已强势挤进苹果(Apple)预计9月发表的新款iPhone供应链，且英特尔拿下
订单比重上看5成，远高于业界预期。 半导体业者透露，英特尔该款晶片晶圆代工将交
由台积电，封装由英特尔自行操刀，测试大单则由京元电拿下。不过，相关业者对于订
单消息均未证实。
半导体业者表示，英特尔在全球行动装置市场争霸赛落居下风，处理器晶片难敌ARM大
军强力攻势，英特尔甚至被迫裁员1.2万人，约占全球员工1成，然英特尔在Modem晶片
部分却传出捷报，英特尔拿下苹果新款iPhone约5成订单，远超过业界原本预期3成订单
比重。
事 实上，高通(Qualcomm)日前已透露将有重要客户订单流失，业者认为应该就是苹果
订单。半导体业者指出，这次系由英特尔负责手机晶片业务的子公司 Intel Mobile
Communications GmbH(IMC)，直接下单给台系晶圆代工及测试厂，IMC是英特尔在2011
年收购英飞凌(Infineon)手机晶片部门后，所成立的100%持股 子公司。
英特尔这次Modem晶片获得苹果新款iPhone的订单比重较预期多，除了晶圆代工交由台
积电，封装由英特尔自行操刀外，值得注意的是，测试大单由京元电拿下，让业界高度
瞩目。
由于全球智慧型手机市场成长趋缓，台系半导体封测厂亦连带受到影响，日月光以系统
级封装(SiP)切入苹果iPhone等产品供应链，2016年上半已明显受到iPhone销售不如预
期的影响，日月光坦言系统级封装业务营收将出现季节性衰退。
相较之下，近期矽品、京元电营运表现相对稳健。矽品表示，智慧型手机仍是消费性电
子产品市场主力，亦是IC封测重要的终端应用，2016年上半Android阵营手机业者表现
不错，至于苹果9月发布新款iPhone后，可望带动2016年下半市场买气。
至 于京元电接连拿下两岸及美系客户重要订单，对于2016年营运表现相对乐观，目前
京元电主要聚焦于测试业务，且客户布局相当广泛，包括大陆华为集团旗下 IC设计公
司海思、台IC设计龙头联发科等都是主力客户。不过，对于获得英特尔Modem晶片测试
订单，京元电发言体系不予评论 | d******1
发帖数: 349 | 2 http://www.fool.com/investing/general/2016/05/16/intel-corp-rep
Intel Corp. Reportedly Wins Up to 50% of Apple Inc. iPhone 7 Modems
Intel may finally have won a spot in a high-profile smartphone.
According to a note in DigiTimes, microprocessor giant Intel (NASDAQ:INTC)
will provide as much as 50% of the modems that will go into this fall's
iPhone. The note cites "industry sources."
Given that the design of Apple's (NASDAQ:AAPL) iPhone 7 is very likely
locked down and we are just months away from full volume production, I'm
inclined to assume that this report is legitimate.
Apple gets a second source
The first bit of good news here -- assuming that this report is true -- is
for Apple. For years, Apple has relied on wireless giant Qualcomm (NASDAQ:
QCOM) as a sole source for cellular modems. Putting this much power in the
hands of a single supplier, especially one that stands to benefit from Apple
's competitors gaining share on Apple, isn't an ideal scenario.
With Intel now in the mix, Apple now has two viable suppliers vying for
spots inside future iPhones. This should mean lower overall component costs
for the iDevice maker and, once Intel gets CDMA capability integrated into
its modems (required for a number of major networks, particularly in North
America), Apple may be able to see a further decline in component prices as
Qualcomm loses leverage.
Intel mobile gets a lifeline
Intel has long struggled to gain a foothold in the market for mobile chips.
Although it doesn't win an applications processor spot here, selling stand-
alone modems in very high quantities to Apple would clearly be a win.
I suspect that Intel is cutting Apple a very nice deal on these modems, so
the gross profit margins on them will probably be well below corporate
average for the chipmaker. That said, given that Intel's mobile group
operated at negative gross profit margins for quite a while (and it's not
clear if those margins are even positive yet), this win could serve to drive
significant margin expansion within Intel's mobile group.
Qualcomm loses business
Previous reports had pegged Intel's potential share of the iPhone 7 baseband
win would be around 30% to 40%. If DigiTimes' number is correct, then Intel
may have actually increased its potential allocation since the last wave of
news/analyst reports came in.
This is a clear negative for Qualcomm. Although it generates a lot of
revenue from the sale of integrated applications processors and modems to
many of Apple's competitors, Qualcomm could previously count on having 100%
of the Apple business.
It would seem, however, that this is no longer the case. If Intel can
execute in building competitive modems each year, then Apple may very well
choose to dual-source cellular modems for future iPhones for the foreseeable
future.
In this case, Qualcomm sees a significant reduction in modem sales and a non
-trivial reduction in revenue.
The silver lining for Qualcomm, though, is that Intel seems to be out of the
mobile applications processor game. Intel didn't have much share in mobile
applications processors, but the effective exit by a competitor should
nonetheless be welcome. Unfortunately for Qualcomm, though, it still has to
contend with the increasingly competitive MediaTek.
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they think these 10 stocks are even better buys. | f*******2
发帖数: 341 | 3 这是要抢了高通一半的业务啊，会影响高通的下一轮裁员么？ | f*******2
发帖数: 341 | 4 Steve Mollenkopf曾提到会有重要客户流失，没想到一下抢了一半！ | s****t
发帖数: 1049 | | d******1
发帖数: 349 | | U*C
发帖数: 225 | 7 Don't worry, intel has Murthy now.
【在 d******1 的大作中提到】
: 英特尔基带芯片获苹果新款iPhone一半订单
: 英特尔(Intel)在行动装置市场传出捷报，英特尔4G LTE数据机(
: Modem)晶片传已强势挤进苹果(Apple)预计9月发表的新款iPhone供应链，且英特尔拿下
: 订单比重上看5成，远高于业界预期。 半导体业者透露，英特尔该款晶片晶圆代工将交
: 由台积电，封装由英特尔自行操刀，测试大单则由京元电拿下。不过，相关业者对于订
: 单消息均未证实。
: 半导体业者表示，英特尔在全球行动装置市场争霸赛落居下风，处理器晶片难敌ARM大
: 军强力攻势，英特尔甚至被迫裁员1.2万人，约占全球员工1成，然英特尔在Modem晶片
: 部分却传出捷报，英特尔拿下苹果新款iPhone约5成订单，远超过业界原本预期3成订单
: 比重。
| m*a
发帖数: 464 | 8 :) how is his reputation?
【在 U*C 的大作中提到】
: Don't worry, intel has Murthy now.
| s****t
发帖数: 1049 | 9 半年前就知道是真的啊 2016-9月的guide已经price in这个带来的利润下滑了
[在 dchow201 () 的大作中提到：]
:这回看样子是真的 | s****t
发帖数: 1049 | 10 半年前就知道是真的啊 2016-9月的guide已经price in这个带来的利润下滑了
[在 dchow201 () 的大作中提到：]
:这回看样子是真的 | s****a
发帖数: 501 | 11 Murthy is 黄盖 and Steve is 周瑜... Something interesting is going to happen.
【在 m*a 的大作中提到】
: :) how is his reputation?
| d******1
发帖数: 349 | | H***F
发帖数: 2501 | 13 qcom股票大涨，要绝地反击了
半年前就知道是真的啊 2016-9月的guide已经price in这个带来的利润下滑了
[在 dchow201 () 的大作中提到：]
【在 s****t 的大作中提到】
: 半年前就知道是真的啊 2016-9月的guide已经price in这个带来的利润下滑了
: [在 dchow201 () 的大作中提到：]
: :这回看样子是真的
| d******1
发帖数: 349 | 14 Murthy这样可以再从QCOM这也拿到25M |
|
