According to reports coming out of China that Intel might not have much more time as the exclusive supplier of 3G chipsets for the iPhone and iPad. There is also a report about peg Qualcomm as Intel’s baseband successor and the possibility of a CDMA iPhone (and iPad!) starts looking a lot more reasonable.
At present Qualcomm is the only game in town when it comes to dual-mode wireless chips capable of handling both UMTS/HSPA and CDMA/EVDO networks. Moreover, Infineon doesn’t have anything like Qualcomm’s baseband chips currently in production, which means that if Apple wants to open up the iPhone and iPad to Verizon, they either need to build a whole new phone just for Verizon or switch to a chip that will support all networks.
Another interesting report which was originated from the Chinese Economic Daily News claims to have identified Apple’s other suppliers for the next-generation iPhone and iPad.