Apple has been in sell-off mode for over two months, even in the midst of its greatest quarter of sales in history…
Jason Schwarz (QFT)
Bob Mansfield will lead a new group, Technologies, which combines all of Apple’s wireless teams across the company in one organization, fostering innovation in this area at an even higher level. This organization will also include the semiconductor teams, who have ambitious plans for the future.
I also have a strong suspicion that Apple may be moving toward a next-generation A-series processor with an integrated baseband designed by Apple. As far as I know, only Qualcomm is currently able to do the same, though I believe Intel and Broadcom are also moving in this space. A single-chip integration would probably give Apple more power advantage, which is a crucial parameter in the mobile space. Samsung may be able to do this as well, though they seem currently to be in roughly the same place as Apple on radio stuff — they currently outsource it.
Among other things, this.
100 Largest Unaddressed iPhone Markets (excluding India & China) (via @asymco)