XPost: misc.phone.mobile.iphone, comp.mobile.ipad   
   From: arlen@arlen.com   
      
   Published today...   
   Apple may have trouble finding 5G modems for 2020 iPhones if it doesn't make   
   its own   
   o    
      
   FACT + LOGIC:   
      
   More certain proof Apple is _woefully_ behind in _all_ modem technology   
   (not just woefully behind in the super critical 5G modem technology).   
      
   It's not like a modem isn't one of the most important features of a phone.   
      
   The result:   
   o *Apple iPhones already have the slowest modems (67% slower today)*   
   o *Apple iPhones will have even slower modems (in 2019 released iPhones)*   
      
   FACT:   
   Direct quotes:   
     "Apple may only be planning to add 5G to 2020 iPhones, but even then   
       the company might have a hard time acquiring needed modems"   
      
     "There are four scenarios, 'none of which is ideal...'":   
      1. The first is to wait for a Intel modem, but the company might still   
   end up with a chip without millimeter wave - a technology that enables the   
   fastest form of 5G, albeit with short ranges. HINT: Likely   
      
     2. Apple could order modems from Samsung, which has already announced a   
   5G phone, but that might be expensive given Samsung's strong negotiating   
   position. No other chipmaker is said to be ready to offer off-the-shelf 5G   
   parts ¡X except for Qualcomm. HINT: Unlikely   
      
   NOTE: What happened to MediaTek?   
      
     3. Qualcomm is the third option ... but... There have been no signs of a   
   settlement in the two corporations' worldwide legal battle, and Apple's   
   core lawsuit is slated to go to trial next month. HINT: Unlikely   
      
     4. The fourth and least likely option would be Apple buying out Intel's   
   modem business and finishing work itself, described as "VERY difficult   
   against a 2H20 timeline."  HINT: Impossible   
      
     5. The report skips a fifth option - Apple making its own without   
   external input. HINT: Doubly Impossible   
      
   LOGIC:   
      
   Notice what this means, in terms of iPhones falling even further behind.   
   o Apple already has the slowest modems out there today (67% slower)   
   o Apple will drastically fall behind in both 2019 and 2020 models   
      
   IMHO, this is eerily similar to Ford's huge advertising campaign of   
   "Quality is Job 1" where Ford spent too much money on merely advertising   
   quality that didn't exist while Toyota spent their money on delivering it.   
      
   The huge question is whether Apple can _ever_ even get close to Android   
   speeds on the iPhones of 2019 and 2020 and well beyond?   
      
   As with Ford Quality versus Toyota Quality ...   
      
   When you advertise only IMAGE - but you never deliver - then   
   only the gullible and truly faithful will believe in you (because it's all   
   image, and no facts to them).   
      
   However, a phone being the slowest on the block is a big deal if you want   
   to sell that phone at a premium price.   
      
   Faking the performance image can only take a phone so far in price.   
      
   FACT + LOGIC:   
   o For iPhones to _continue_ being the slowest out there   
   o Is going to hurt that advertising campaign which sells only IMAGE   
   o Because Apple can't deliver on the most important aspect of a phone   
   o Where only the gullible few fools will fork out a premium price   
      
   --- SoupGate-Win32 v1.05   
    * Origin: you cannot sedate... all the things you hate (1:229/2)