苹果5G调制解调器自研有望,方式还是买买买!

不出意料,苹果与英特尔在5G调制解调器方面的最终章还是出现了:今天一早,英特尔发布声明,指出苹果将收购英特尔大部分智能手机调制解调器业务。此外,苹果将迎来2200名英特尔员工的加入,同时包括相关知识产权、设备和租赁等等。

对于普通人来说,可能更加注意的是价格,这笔交易价值10亿美元,预期于2019年第四季度完成。在这笔交易里,获得收益最大的显然是苹果。通过获得的当前和未来的无线技术专利,加上苹果目前现有的专利组合,这意味着苹果将拥有涵盖从蜂窝标准协议到调制解调器架构和调制解调器操作等方面超过17000项的无线技术专利。

事实上,苹果此举意义不言自明。通过收购英特尔相关业务可以降低对高通的依赖,为其智能手机生产自己的5G调制解调器。对于从不完全依赖一家厂商供货的苹果来说,这样做显然也是其基因决定的。

早在今年4月份,英特尔宣布退出5G智能手机调制解调器业务。与此同时,高通宣布与苹果达成和解,双方宣布达成协议,结束了长达两年的专利纠纷。高通放弃在全球各地对苹果的法律诉讼,苹果也再次向高通支付专利使用费,更重要的是两家公司达成了“多年的芯片组供应协议”。

但当时并未透露相关专利使用费用价格,考虑到苹果与高通的斗争皆因专利费用而起,所以可能最终可能各有让步。高通重新获得苹果订单,也让外界再次看好高通。但是英特尔的退出,是否意味着苹果又要开始受制于高通?现在苹果总算是给出了自己的答案。

值得一提的是,在两年诉讼纠纷期间,苹果去年秋季发布的iPhone XS系列甚至全系采用英特尔的调制解调器。随后爆出英特尔的调制解调器表现不佳,拖累了苹果新机的口碑。有报告称,使用高通调制解调器的iPhoneX速度比英特尔更快。到底是否如此,苹果最终是否能够交出一份比高通更好的自研5G调制解调器方案?今年的产品由于可能已经在生产中,相信大家明年或者可以看到答案。

从长期来看,考虑到苹果自研芯片的能力,高通未来有可能丧失大笔的订单。毕竟自研才是真的香。

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