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Re: VeeCee post# 148353

Wednesday, 03/29/2017 5:55:29 PM

Wednesday, March 29, 2017 5:55:29 PM

Post# of 151692
I doubt it. Intel can't even publicly confirm that they're inside of the iPhone, just listen to the execs when anybody even mentions the iPhone.

I think the margins on these modems are low because Intel has to pay TSMC to build them as well as third party packaging & test, but I don't think they're zero or negative. And I suspect they will only get better with 7560 (internally built modem) and beyond.

IMO, this is a pretty decent business for Intel. I wouldn't write it off as just PR/publicity.
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