Teardown shows that the Huawei 5G modem is less efficient than Qualcomm's version

A new IHS Markit teardown pitted early 5G smartphones against each other. And one of the revelations of the report is the weaknesses of Huawei's 5G chip. It's been found to be larger, less efficient, and more expensive than its counterpart from Qualcomm and even Samsung. The Kirin 980 chip already has a 4G/3G/2G modem, but the addition of the Balong 5000 5G modem renders the former redundant. Huawei says the Balong 5000 5G is the first commercial multimode 5G/4G/3G/2G chip. This additional chip takes up more space, which made the Mate 20X larger than it should be. Aside from being less efficient, having two modem chips in one phone is also more expensive. And at this moment, it still doesn't support millimeter 5G. It seems Huawei still has a lot of work to do to make a better 5G modem for its smartphones.

Source: GSMArena

Qualcomm estimates it’ll get US$4.5 billion from its settlement with Apple

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While Qualcomm is making it clear it won’t dramatically improve its fortunes, the amount of money the company is getting from its settlement with Apple isn’t something to scoff at. Qualcomm estimates it’ll pull in revenue that’s between US$4.5 billion and $4.7 billion from the settlement in the third quarter of this year. This will include both the one-time payment from Apple as well as elimination of obligations. On top of that, Qualcomm estimates it would make $4.7 billion to $5.7 billion in revenue in the next quarter. Patent licenses, which include Apple’s, will produce around $1.23 billion worth of revenue for the company. It isn’t clear how much it’ll cost Apple to pay ongoing fees but that should be more evident once Apple starts using Qualcomm chips again.

Source: Engadget

Apple poached Intel’s head for 5G ahead of its truce with Qualcomm

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We speculate that a part of why Intel gave up on 5G was because Apple and Qualcomm’s truce. But it seems there might be one more thing to add to that. Weeks before the said settlement, Apple poached Intel’s 5G modem head Umashankar Thyagarajan. His departure wasn’t exactly a secret. But he was, according to the Telegraph, the project engineer for the XMM 8160 chipset, which was at the heart of Intel’s 5G plans. And he “played a key role” in the creation of the Intel modems in the iPhone XS and XR.

Intel and Apple are not commenting on the report. And it isn’t clear what his role in Apple is, apart from it being described as “Architecture” on his LinkedIn page. But we expect he is working on wireless chipset design for Apple. Apple has in the past said it wanted to make its own cellular chipsets, so we aren’t as surprised about the hire as we should be.

Intel to bow out of smartphone-modem business

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With Apple and Qualcomm working out its differences and settling their lawsuits, Intel is effectively out of the picture. And now that it isn’t developing its 5G chipsets, it seems the company wants out of its smartphone-modem business as well. Apple was considering buying part of Intel’s modem ventures, but that deal was stopped short when Apple and Qualcomm signed a multi-year chipset-supply deal. That doesn’t mean the company hasn’t expressed interest in buying this segment from Intel. According to The Wall Street Journal, a few other companies are looking at buying said business. Goldman Sachs is helping Intel facilitate negotiations. The deal is most likely worth a few billion dollars, but it’s in its early stages for now. The company is reportedly losing around US$1 billion annually because of its modem business, so the sale could include staff, patents, and modem designs across multiple technology generaitons.