Apple’s earnings and revenue growth in mobile have been awe-inspiring to witness. From zero presence three years ago, Apple is now the most profitable cell phone maker in the world.
Apple’s success in this compressed period has helped it become an enormous buyer of components. In fact iSuppli projects that next year Apple will become the second-largest semiconductor buyer worldwide and may edge out HP in 2012 to become the world’s largest.
Though this scale presents Apple with enormous bargaining power, it also begs the question: Should Apple own its own wireless chip development? → Read More
Germany’s top chipmaker Infineon and Seiko Epson today presented a new single-chip GPS receiver that boasts the highest sensitivity and smallest footprint on the market. The so-called XPOSYS chip will mainly be used in cell phones with built-in navigation functions. → Read More
Well, this one is just about as speculatory as it gets: Infineon, who might be supplying the chips for the 3G iPhone, announced this morning that they are seeing less demand for HSDPA chips than they expected from an unnamed project. Analysts are guessing this means the next iPhone has either been delayed, or will launch with lower volumes. Nothing to worry about, iPhone fans. If Steve planned to announce the 3G iPhone at WWDC, Steve will be announcing the 3G iPhone at WWDC. The launch date probably wouldn’t change either — if the initial shipments are lower than the demand, it’ll just lead to even more demand generated by all of the “OMG!!! 3G iPhone shortage!! Go fight a guy for yours!” stories that will go up. [Via 9to5Mac] → Read More
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