Qualcomm is likely to be one of the biggest beneficiaries (after Apple) of a probable iPhone 5 global success.
The current flagship smartphone (at least for a more few hours) uses the MDM6610 baseband processor which costs around $23.54, according to iSuppli, that’s more expensive than the display or the system-on-chip.
With the new iPhone 5, Apple is likely to use the same baseband chipset as the new iPad which is the MDM9600, a part likely to be more expensive than the MDM6610 (as it includes LTE technology plus a number of other improvements).
In addition, Qualcomm fabs these chips on a 45nm manufacturing process which means that it will not hit a production wall like for the 28nm Krait system-on-chip, a very important factor if you plan to produce tens of millions of chips every year.
Perhaps more importantly, the arrival of the new iPhone 5 will serve as a catalyst for 4G connectivity, a place where Qualcomm has a leadership position cemented by its impressive IP portfolio and its experience.
ITProPortal will be reporting live on Apple’s announcement later tonight so make sure you stick with us and bookmark our live blog as we find out more about the new products and services launched by the tech giant.