![]() I still expect Apple to sell more than 200 million iPhones/year. Supplying the modems for the next iPhones could be bigger than Intel's old deal of supplying smartphone processors to Asustek ( OTCPK:ASUUY) Android smartphones and tablets. I only care that Intel could sure use the money from Apple. I do not exactly know why Apple is dual-sourcing its LTE modems. At $15 (my own guesstimate) per modem/baseband processor, Intel can receive at least $300 million from AT&T iPhones. ![]() AT&T could sell 20-23 million iPhones every year. Supplying the modems for AT&T iPhones is already a big deal for Intel. Qualcomm ( QCOM) will still supply the modems for CDMA telcos like Verizon ( VZ). Apple ( AAPL) will allegedly use Intel's LTE modems for new iPhones heading to GSM telcos like AT&T ( T). Bloomberg again fortified the persistent rumors that Intel will really provide the LTE modems on some new iPhone models. I think it's time to buy more Intel ( NASDAQ: INTC) shares.
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