據(jù)FBR Capital Markets Corp.的分析師Craig Berger稱，高通獲得了下一代蘋果iPhone基帶的訂單，取代了英特爾。
自從去年以來，一直有傳言稱高通是iPhone 5的基帶供應(yīng)商。原來的iPhone基帶供應(yīng)商是英飛凌的無線部門，該部門去年被英特爾收購。高通已經(jīng)在向CDMA版iPhone 4提供基帶，但不是初的GSM版。
援引消息人士的話，Berger在周二(6月2日)發(fā)表的報告中表示，iPhone 5(代號為N94)的產(chǎn)量將在今年第三季度達(dá)到800萬個，高通將提供支持CDMA和WCDMA的基帶，蘋果將因此能更好地為不同國家安排iPhone的生產(chǎn)，從而使得iPhone 5成為“世界手機(jī)”。
Berger表示，高通在2010年第四季度或今年季度開始為基于CDMA的iPhone 4供應(yīng)基帶，今年為其帶來1.2-1.7億美元左右的營業(yè)收入。Berger認(rèn)為，獲得非CDMA iPhone訂單，可能意味著高通又拿到了8000萬個基帶任務(wù)，可以為其帶來大約8億美元的營業(yè)收入。
SAN FRANCISCO—Qualcomm Inc. has snagged the baseband socket on the next Apple Inc. iPhone, displacing Intel Corp., according to Craig Berger, an analyst with FBR Capital Markets Corp.
Rumors have been circulating since last year that Qualcomm be the baseband supplier to iPhone 5. The incumbent iPhone baseband supplier was the Infineon wireless unit, which was acquired by Intel last year. Qualcomm already supplies the baseband to the CDMA version of the iPhone 4, but not the original GSM version of the device.
Citing checks with contacts, Berger said in a report circulated Thursday (June 2) that production of iPhone 5—codenamed N94—will reach 8 million units in the third quarter of this year, with Qualcomm set to provide a CDMA and WCDMA enabled baseband that will allow Apple to streamline production of the iPhone for various countries, making iPhone 5 a "world phone."
Qualcomm began supplying basebands into the CDMA-based iPhone 4 late in the fourth quarter of 2010 or in the first quarter of this year, Berger said, good for about $120 million to $170 million work of revenue this year. Picking up the non-CDMA iPhones could mean another 80 million baseband units for Qualcomm, good for about $800 million in revenue, Berger said.
FBR maintains an "outperform" rating and $70 price target on Qualcomm's stock. The stock traded at $57.80 early Friday.
