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amrwonderful

10/20/09 10:05 AM

#273402 RE: twelvebees #273399

twelvebees: very little is known about Apple, thus far. We may be able to deduce more after earnings.

Apple, RIMM, HTC, LG, Samsung and countless others are IDCCs future. NOKIA is a shrinking dinosaur, just like MOT.
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revlis

10/20/09 10:16 AM

#273404 RE: twelvebees #273399

12bees,

All we know is that Apple is using an Infineon chip with IDCC 3G protocol stack inside the 3G iphone. Infineon has never confirmed that it was an Apple supplier but Merrritt did in a conference call.

mo
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Data_Rox

10/20/09 10:19 AM

#273406 RE: twelvebees #273399

12b - when 7M for June quarter was discussed, I wrote:

Posted by: Data_Rox Date: Monday, June 29, 2009 12:07:31 PM
In reply to: thelurker who wrote msg# 261428 Post # of 273404

should see nice increase in product revenue - now estimated to be ahead of the direct royalty itself from Apple

- 7M units

fixed royalty from Apple - $2.14M
per unit royalty from IFX (estimated at .35 per 3G baseband)- ~$2.45M

$4.59M

effective rate per unit - $0.66