I concluded the last article in this series postulating that Interdigital will stand to gain not only from the licensing of essential patents to Apple but also from individual iPhone sales. To reason this out, let us take a quick look at the Infineon chipset in the current iPhone design-
The platform used was Infineon’s MP-EU. The platform itself supports UMTS (3G WCDMA FDD).
Based on this information, if Apple continues to use MP-EU for its next generation, upgrading its baseband chip alone to support UMTS, then Interdigital will immediately start to get per unit royalty. Of course, MP-EU does not support data-centric HSDPA which will give a better mobile internet experience. Infineon’s next generation chipset MP-EH supports HSDPA also and is covered under the 2006 expanded agreement with Interdigital. I think that MP-EH, along with S-GOLD3H, the HSDPA baseband solution that Infineon sampled last February is a good iPhone V2 candidate provided performance and interoperability issues are ironed out. There are at least two reasons that come to my mind when we seek to speculate on the heart of the next iPhone –
In summary, I speculate that Infineon will continue to be in the iPhone and therefore Interdigital also stands to gain substantially. In the sequel, I will take a quick look at my interpretation of Apple’s deal with Interdigital.
This segment is a part in the series : Interdigital