‘What chipsets will power the mobile devices that are going to run on the next generation Long Term Evolution (LTE) 4G Advanced networks that the major network service providers worldwide are now spending billions constructing’, you would notice that Intel, the largest semi-conductor manufacturer in the world by revenue, is not now sitting at the table. Intel dominates the processor market for PCs but the mobile chipset market eludes it.
The current crop of super phones and mobile devices are probably only a couple of design cycles away from true 4G LTE Advanced Release 10 products.
--The new Apple iPhone 4S and iPad 2 gets chipsets from Qualcomm, which designs but does not manufacture its own chips, which are sent out to foundry companies. Flash memory chips are reportedly from Toshiba Corp according to TECHINSIGHTS teardown of the 4S. SEE: http://www.ubmtechinsights.com/teardowns/apple-iphone-4s-teardown/
--Many Android devices are powered by Qualcomm’s Snapdragon chipsets.
--Samsung, the number two semi-conductor manufacture runs its new Samsung Galaxy S II phones on its own chipset, the Exynos 4212 a system-on-a-chip (SoC) based on a 32-bit RISC processor, for smartphones, tablet PCs, and Netbook markets.
Last year Intel bought Infineon ($1.4 billion) for its mobile chipset technology. “Infineon had previously supplied Apple with a chip known as a baseband processor that Apple had used in combination with chips from Skyworks and Triquint to work with wireless phone networks. “Qualcomm is the big winner here,” says Andrew Rassweiler, an analyst with IHS iSuppli who conducted the teardown… “It is selling Apple a whole suite of chips that adds up to about $14 to $15 per iPhone.” “Intel spent $1.4 billion to acquire Infineon’s wireless chip operations last year in a move seen as meant to shore up its presence in the wireless phone industry overall. It has struggled to win business for its Atom line of microprocessors, which are aimed at mobile devices like smartphones and tablets.” SEE: http://allthingsd.com/20111019/apples-iphone-4s-cracked-open-money-spills-out/
Qualcomm and Samsung are eating Intel’s lunch in the mobile chipset space.