Apple may be buying semiconductor equipment to deploy in a partner's fab as it continues to use procurement as a weapon in the mobile market.
That tidbit comes in a research note from Jefferies analyst Peter Misek. Misek covers a bunch of territory in a research note, but the following bullets are worth noting. Misek thinks:
- Apple is deploying chip equipment for app processors to assure capacity and push quad core and beyond without being tied to existing vendors, like Intel.
- The company has acquired most of the constrained components in the market.
- And will use cash to secure content for cloud and mobile services.
Misek doesn't really elaborate much on those themes, but also tossed out some theories about Research in Motion. Those notable points include:
- RIM's December quarter results look fine due to international sales. He notes that BlackBerries are outselling the iPhone in the U.K.
- Android's ecosystem will be RIM's app playground.
- The BlackBerry OS 6.1 will be built on QNX---the OS that powers the PlayBook. QNX will become the dominant OS.