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No Teardown Required: Intel Isn't Inside of the Apple Inc. iPhone 6s

A while back, an analyst with Northland Securities claimed that Intel (NASDAQ:INTC) would grab about half of the modem orders for Apple's (NASDAQ:AAPL) iPhone 6s/6s Plus. If this report ultimately turned out to be true, it could have been quite positive for Intel's struggling mobile business and a negative for mobile chip leader Qualcomm (NASDAQ:QCOM), which has been the exclusive supplier of modems into Apple's iPhones for quite some time.

Although there haven't yet been tear-downs of the iPhone 6s/6s Plus to either confirm or deny the claim from the Northland Securities analyst, I can tell you right now that the new iPhones do not feature Intel modems. Here's why.

The big tip-off
According to the cellular speeds that Apple has claimed for the iPhone 6s/6s Plus, the Intel modem that would fit the bill for these devices would be the XMM 7260. At first glance, it would seem that the XMM 7260 hits the right key feature sets in order to be viable for the iPhone 6s.

Now, as I have written about in the past, Intel's modems do not support the CDMA 1xEV-DO standard, which is still supported by some major carriers such as Verizon (NYSE: VZ) and Sprint (NYSE: S).

This fact alone wouldn't necessarily mean that Intel was absolutely...


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