& cplSiteName &

iPhone Delays?

Dan Jones
5/29/2008

10:50 AM -- There's some speculation this morning that the latest results from chipmaker Infineon Technologies AG (NYSE/Frankfurt: IFX) could indicate a delay to the 3G iPhone.

Infineon is slated to provide the baseband for the new phone long with lowered expectations for its third-quarter results today, citing delays in its new single-chip platform for devices and lower than expected orders for 3G HSDPA chips.

Some are suggesting that this indicates a possible delay to the 3G iPhone. This is what Matt Thornton at Avian Research LLC has to say about the situation:

    With regards to lower HSDPA orders, we believe most are speculating that this implies a slower than expected ramp in 3G iPhones as Infineon (IFX) is the baseband supplier on that device platform. As a reminder, the 3G iPhone is widely expected to be announced at Apple’s WWDC [developers conference] during the second week of June with a launch date likely towards the end of June. While lower iPhone orders may be one explanation of IFX’s lower HSDPA orders, we would note that IFX is also a supplier of HSDPA baseband chips to Samsung for several of its 3G devices.
Unstrung had heard that Apple Inc. (Nasdaq: AAPL) bumped up its build total for May, suggesting the possible launch of a new model. The cost and availability of chips can always be a bottleneck for phone vendors, however.

— Dan Jones, Site Editor, Unstrung

(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
More Blogs from Jonestown
Amazon readies its low-power protocol Sidewalk for long-term IoT and smart home projects.
The iPhone 11 is carrying an ultra wideband (UWB) chip that has its supporters excited about new applications.
The real impact of low-band 5G? It will work better indoors!
Verizon has led the way with early high-band, millimeter-wave 5G, but the carrier faces lots of questions about how it can deploy 5G on low- or mid-band frequencies nationwide next year.
It's the summer of 5G in the US!
Featured Video
Upcoming Live Events
October 22, 2019, Los Angeles, CA
November 5, 2019, London, England
November 7, 2019, London, UK
November 14, 2019, Maritim Hotel, Berlin
December 3-5, 2019, Vienna, Austria
December 3, 2019, New York, New York
March 16-18, 2020, Embassy Suites, Denver, Colorado
May 18-20, 2020, Irving Convention Center, Dallas, TX
All Upcoming Live Events