Stefan Mileschin

While it had been expected that Chipzilla was going to score a huge win by taking some of Qualcomm’s modem business, it looks like things might be a little more modest.

Canaccord Genuity analyst Mike Walkley forecasts Intel is likely to get only 30 million to 40 million of the iPhone chipset orders, with Qualcomm retaining the remainder.

Qualcomm will make up for any lost revenue thanks to strong growth in its patent licensing division among other areas, Walkley said. He thinks Apple is doing is diversifying its suppliers for key iPhone components like the wireless modem, but Qualcomm retains some proprietary standards in its chipsets, preventing Intel from capturing too much of the business.

http://fudzilla.com/news/mobile/4048...ce-of-iphone-7