Thank You for writing pretty much all I want to write.
>Infineon: Would love to see the numbers on whether they made a net profit on it. They may actually have with the sale to Apple.
Likely not. Intel paid $1.4B for Infineon, invested billions into it every year, could not catch up to Qualcomm. Finally got the Apple contract by reducing price. And when they did it took out many of their 14nm capacity that could have been better used for something else. The $20 per pieces also did not really cover their R&D as stated in the court case against Qualcomm. In the end Apple got most of their R&D for $1B, and had to force to sign a license with Qualcomm or faced with the possibility of Intel shutting down their Modem business and they are left with no modem for iPhone.
>Infineon: Would love to see the numbers on whether they made a net profit on it. They may actually have with the sale to Apple.
Likely not. Intel paid $1.4B for Infineon, invested billions into it every year, could not catch up to Qualcomm. Finally got the Apple contract by reducing price. And when they did it took out many of their 14nm capacity that could have been better used for something else. The $20 per pieces also did not really cover their R&D as stated in the court case against Qualcomm. In the end Apple got most of their R&D for $1B, and had to force to sign a license with Qualcomm or faced with the possibility of Intel shutting down their Modem business and they are left with no modem for iPhone.