Intel said to unseat Qualcomm in iPhone

Speculation about a design win for Intel Corp. in a next-generation Apple iPhone is resurfacing with a vengeance.

A Northland Capital Markets financial analyst, in a research note issued Wednesday (Aug. 12), wrote, “We believe that Intel has won part of the modem business in Apple's next generation iPhones due to launch in September.” The company estimated the design win to represent roughly $1 billion in revenue for Intel in calendar year 2016.

Gus Richard, a Northland analyst, said: “We now believe that Intel will capture roughly 50 percent of Apple’s modem business in the upcoming iPhones due to launch September 9th.”

He added, “This is a marquee win for Intel and would go a long way to reducing [its] mobile business losses.”

If true, this is a real breakthrough for Intel, which has struggled for more than 15 years to break into the mobile phone market.

Neither Apple nor Intel is confirming the story. More important, not everyone in the electronics industry agrees with Northland Capital Market’s assessment.

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