Apple buying chip equipment to deploy, says analyst

Summary: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.

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.

Topics: Apple, BlackBerry

About

Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic. He was most recently Executive Editor of News and Blogs at ZDNet. Prior to that he was executive news editor at eWeek and news editor at Baseline. He also served as the East Coast news editor and finance editor at CN... Full Bio

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