iPhone 6s Qualcomm MDM9625M leak 002

A claimed logic board that recently leaked strongly indicated that Apple’s upcoming ‘iPhone 6s’ and ‘iPhone 6s Plus’ smartphone upgrades will use an improved Qualcomm modem chip, part of its ‘Gobi’ modem platform, with 2x faster LTE download speeds at 300Mbps.

But Apple could be looking to diversify its suppliers two years from now by adding Intel to its supply chain for baseband modems, if sources who spoke with DigiTimes are to be trusted.

Intel inside

While Qualcomm will remain the sole supplier of the iPhone 6s and iPhone 6s Plus baseband chip, Intel could provide some of the modem chips for 2017 iPhones (likely to be marketed under the ‘iPhone 7s’ moniker).

“The sources believe that Intel is unlikely to obtain modem chip orders for the upcoming iPhones,” reads the report. “However, Intel could win orders for the 2017 iPhone models as Apple is searching for additional modem chip suppliers apart from Qualcomm, the sources noted.”

Northland Capital Markets analyst Gus Richard said recently Intel had won part of the modem business in the upcoming 2015 iPhones. Apple has been considering an Intel modem “for a while,” Richard added. Assuming it lands 50 percent of modem orders for 2016 iPhones, Intel could take home an estimated $750 million to $1.25 billion profit.

iPhone 6s Qualcomm MDM9625M leak 001
The Qualcomm MDM9635M modem identified on a claimed iPhone 6s logic board.

KGI Securities analyst Ming-Chi Kuo predicted predicted in January 2015 that this year’s iPhone refresh will come with the Qualcomm MDM9635M baseband chip inside.

Qualcomm still in the mix

The DigiTimes story goes on to note that Qualcomm is partnering with Taiwan Semiconductor Manufacturing Company (TSMC) to build all of the modem chips for use in the new iPhones.

The new Qualcomm chips are reportedly built using TSMC’s 20-nanometer process.

Interestingly enough, Intel’s current modem chips are built by TSMC, too, using its 28-nanometer process technology. TSMC, the world’s leading independent semiconductor foundry, also churns out Touch ID modules and is said to be making Apple’s next-generation A9 system-on-a-chip along with Samsung.

While DigiTimes’ reports on Apple’s supply chain tend to be rather accurate, it rarely does timeframes right. Besides, Tim Cook cautioned investors against reading too much into Apple’s vast Asian supply chain so take the story with a few pinches of salt.

The new iPhones, iPads and a refreshed Apple TV hardware are thought to be announced at a media event scheduled for Wednesday, September 9.

The iPhone 6s and iPhone 6s Plus should hit stores and carriers in the first wave of countries on Friday, September 18, or at least that’s what top German wireless carriers appear to be prepping for.

Source: DigiTimes

  • Vince Reedy

    iPhone 7S rumors already?

    • Wilber Alexander Flores

      Deez nuts

    • Ángel Javier Esquivel

      SO 7s…

  • Joshua The-Legend Wiebe

    This is a thread written for 2017.

  • Bugs Bunnay

    What? Nothing for the iphone 8?

    • anustart

      I know. Unbelievable. They’re pretty late to the game. iMore is already taking about the iPhone 9s Air Light PlusC.

  • tiltdown

    Yeah but I heard iPhone 9-edge will have floppy disk. Long live a:/>

    • Greg Warren

      B: drive is where it’s at

  • tariq

    It’s just sad how iPhone is slowly becoming more like an android phone.

    • Cristian B

      Most flagship androids have like 4gb ram and a like a 18+ MP camera. So not really. Plus, just because the iPhone is very slowly increasing their “specs” doesn’t mean their copying android. I mean the iPhone 6 plus has a 8 MP camera and its camera is very comparable to android cameras which always end up having a butt load (lol yes) MPs.

      • Except those “butt load” of MPs keep showing in the details and significantly crushing the iPhone’s camera (bit. ly/1BxCgcx) (bit. ly/1AVbmJm) (bit. ly/1s0dhob).

      • hkgsulphate

        there is no denial. G4 and S6 take better pictures than the 6

      • Cristian B

        never said that it was better, just that it’s not far off

      • Cristian B

        This is weird, cause in my opinion iPhone 6 Plus has a much better camera than the S5, but the S6 is much better than the 6 Plus. So let’s just wait for the 6S to come out and come back to this. Though, I still personally think S6 will probably have a better camera but I don’t know, I don’t feel like it’s fair to compare a phone that’s like 9+ months older.

      • It’s just 6 months for the S6, and barely over a month for the Note 4, so…when the 6s is unveiled next month, I believe the Note 5 will again crush it, which means even the S6 will crush it despite being 6 months older, ’cause it’s the exact same camera module as the Note 5, just slightly more advanced software in the Note 5.

      • Rowan09

        I’ve had this argument with you already and it’s just not true. My wife has an S6 Edge and it does not take better pictures than my iPhone 6+ and so I went to get reviews on the Note 5 camera and here’s the results for yourself; http://read dot bi/1E62Bja

      • Yeah, keep up your typical BS claiming when 1000s others from the sources I pointed prove you wrong.

        That source you linked is as useful as your BS claim; it’s 1 person’s opinion, and there’s loads of room there for bias. Sources I linked to is the opinion of thousands, and they agree that the S6 camera totally crushes the iPhone 6, day and night.

        Remain in denial all you want, take the red pill whenever you’re ready.

      • Rowan09

        Bias what? I’m looking at pictures I care less about the commentary, I wasn’t even looking for the iPhone to win but it did. As I said I seen it with my own eyes since my wife has the S6 Edge, so I don’t need some claims to tell me I’m wrong. If it’s such a huge difference like you’re making it out to be it should be very obvious and it’s not. Keep lying to yourself it’s ok.

      • Rowan09

        I’m not sure how improving hardware means becoming like an Android device.

  • Benjamin J Schwartz

    Apple comes full circle. The first few iPhones used Infineon baseband chips, but when Intel purchased Infineon, Apple responded by switching to Qualcomm. Guess they’re coming back around.

  • ravinigga

    Better be i7 so I can play gta v 🙂