Update 6/03/08: See Vijay Nagarajan’s current post >Infineon, Marvell and the iPhone
EXCERPT: Apple is expected to announce the 3G iPhone this month. Based on a reasonable set of assumptions, I have speculated that Infineon will continue to be at the heart of the iPhone. Clues that ratify this scenario have also been uncovered in the recent months. Recently, however, there were two industry events that made many question this theory. Here, I will take a look at these events and what they signify for the iPhone. Read the full article>>
Infineon enhances chipset in quest of iPhone (3.0?)
Infineon announced a chipset enhancement (a combination of the XMM 6180 app processor and an X-GOLD 618 baseband) that may prove to be ideal for the iPhone 3.0 (2009 or 2010). Recent rumors suggested that iPhone 2.0, likely to be unvelied soon, would receive a current Infineon chipset for the initial transition to 3G.
Infineon cautions that the newly designed XMM 6180 isn’t available today however it will soon be in test mode. Sampling of the hardware for testing by handset makers starts in June, with mass production not anticipated until the latter half of 2009.
In related news …
5/30/08: Infineon warned the Street of lower than expected orders for an “unidentified project to supply chips for high-speed Internet phones.” Could Infineon’s loss of business be from Samsung? … from Apple? … or? Unknown. Many have presumed infineon’s loss of chip business is from Apple. JMHO, but there is not enough info to know yet whether Infineon has lost iPhone 2.0. If Infineon misses on iPhone 2.0, the next best candidate might me Marvell
Marvell’s integrated chipset leaves room for big battery
5/30/08: An IBD article speculates that a Marvell chipset will run in next-gen iPhone (2.0). NOTE: Marvell offers an integrated chipset (baseband and applications processor together) which leaves more room for an enlarged battery – battery life is very important to Apple. Read discussion thread > HERE