Moscow, April 15 — “News. The Economy Is” Huawei Technologies Co. Ltd is ready to supply chips for 5G of Apple Inc., said in an interview with CNBC, the President of the Chinese company Ren Java.
A Huawei representative confirmed that the company is considering the possibility of delivery of 5G mobile chip of its own design to other companies engaged in the production of smartphones, in particular Apple. This approach will affect the changes in strategy, as earlier the Chinese manufacturer did not intend to sell 5G chips to third-party developers.
At the same time, the Chinese company has no plans to stop producing its own smartphones. The number of sold devices the Chinese giant has overtaken Apple in the past year, putting consumers 54.2 million handsets (an increase of almost 41% in annual terms). Apple have put about 41.3 million (an increase of 0.7%).
Ren Zhengfei in an interview called Apple a great company, and its founder Steve jobs superflick man: “Mr. jobs was great not because he created Apple, but because he created an entire era of mobile Internet. They say he was great, but that is an understatement. I think he was superslick”.
Given the fact that the copertina in conflict with Qualcomm, and Intel does not have time to provide the chips with the connection of the 5th generation by 2020, then Tim cook may accept the offer from Chinese vendor. However, such a move would raise questions about the safety because Huawei accused of spying and stealing trade secrets of competitors.
According to media reports, Apple has considered the possibility of purchasing a 5G modems Samsung for the iPhone, but the deal was not done, because at the time of its discussion, the Asian company was not able to provide large shipments of chips.
UBS analyst Timothy Arcuri believes that Apple will release the iPhone 5G next year, as yet, the issue of supply 5G modems is not solved.
Previously, Apple solved the last ten years, purchased communication modules from Qualcomm. However, in recent years the relationship between them has deteriorated — companies have long mutual lawsuits. Apple chose to refuse cooperation: from iPhone 7 to iPhone iPhone XS and XR modules are used Intel.
The expert believes that Intel will not have time to offer 5G-ICS, and Samsung or MediaTek “are unlikely decisions” for Apple. To insert the chip in the iPhone that will be released in the fall of 2020, engineers of the Apple have to get it working samples by the summer of this year. According to Fast Company, Apple has in recent months actively increasing its own development team cellular modems.
In the first generation iPhone, which was released in 2007, was used baseband chips Infineon Technologies. Later Intel bought Infineon a business to produce wireless chipsets, but the Corporation was unable to obtain orders from Apple, as the latter gave preference to Qualcomm. To iPhone 7, Apple used only the modems manufactured by Qualcomm.
In 2016, Intel received about 30% of orders for baseband chips for “Apple” phones. The cost of these solutions was lower than Qualcomm, but the performance was not in favor of Intel products, so it was rumored that Apple will give up cooperation with Intel. However, between Apple and Qualcomm sparked a dispute over royalties for patents. The trial continues to this day.
The portal DigiTimes, citing industry sources wrote that Intel was able in 2017 to produce up to half baseband chips for the iPhone, and in 2018, this share could grow to 70%.
If Intel will not be able to speed up your progress, Apple will be in a difficult position, which she will have to release a few more cycles of LTE smartphones. UBS analyst believes that the company expects to release the first iPhone 5G in 2021, Most analysts agree that the mass introduction of 5G will begin in early 2020, So Apple needs to urgently solve the problem with the suppliers of modems.
Chip Huawei Balong 5000 achieves download speeds of up to 4.6 Gbps, and it supports the mmWave technology, which is used in the majority of operators to build infrastructure 5G. Using Huawei modem could solve the issue with the launch of the iPhone 5G, but such a move could cause problems for Apple.
Last summer, the administration trump launched a campaign aimed at persuading its European allies to boycott the Chinese Huawei in its Telecom networks. Building on the success of similar efforts in Australia and New Zealand, the White house warned the European countries about what equipment Huawei will open a backdoor for Chinese spies. The US even threatened to stop intelligence sharing if Europe is going to ignore their advice.
But if the information informants Engadget confirmed and Apple will choose Huawei as a supplier of modems fall under attack Qualcomm as another potential supplier of 5G chips for the iPhone. This company already have a version of modem that is used in Android smartphones.
Still there remains the political question: a trade war between the US and China not yet complete, and Apple will not risk its relations with the US authorities, even if the Huawei modems will be used only in smartphones for the Chinese market. From this point of view is more likely seen news about the attempts of reconciliation with Qualcomm than agreement with Huawei.
Apple may make concessions and meet the requirements of Qualcomm that relate to royalties for use of patented technology to gain access to the modems of the company. This scenario is reminiscent of the emergency decision, if Intel will not have time to start production of the chip, and Huawei will not agree.
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