Text size

Recent reports from VentureBeatindicate that Apple’s (AAPL) 2016 iPhones will ship to Asia and Latin America with the Intel (INTC) 7360 LTE modem, replacing Qualcomm (QCOM) chips.

RBC Capital Markets’ Doug Freedman and Jeriel Ong have a note out on the impact on Intel. They estimate that the regions suggested by the report could represent as much as 30% of Apple’s total unit volume, as much as 70 million units. (Of course, that assumes that the smartphone would be a flagship product—they don’t believe that the chip was designed for a lower end product, but note that the 5s/5c did see segmentation, so it’s not impossible.)