Aktiesnakken — Februar 2012
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lækkert
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nok så vigtigt
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svensk?
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en svensk virksomhed?
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de hårde drenge indenfor IT!
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Over the past several quarters, Qualcomm has strengthened its chipset business by adding Apple to its customer list. Initially, the GSM-only iPhone featured only Infineon baseband processors. However, when Apple brought out its CDMA iPhone on Verizon’s network, it chose to go with Qualcomm’s chipsets for the phone. And then last quarter, when Apple brought out the iPhone 4S, which was capable of working across both GSM and CDMA standards, it chose to go with Qualcomm’s alone. The iPhone 4S has s
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The iPhone 4S has sold like hot cakes ever since and helped Apple sell more than 37 million iPhones last quarter, almost doubling its sales from the previous quarter.
This major design win not only secures it huge revenues for this quarter but subsequent quarters as well. We believe that having standardized its iPhone baseband processors on Qualcomm, Apple will look to use Qualcomm’s next-generation LTE chipsets in its next-generation LTE-enabled iPad and iPhone as well
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