Chipset maker Qualcomm is this week’s big winner. Not only will the HTC Nexus One “Googlephone” run on Qualcomm’s Snapdragon chip, but Apple has chosen a different Qualcomm chipset to power its next generation of iPhones.
TheStreet.com broke the story, attributing the news to Northeast Securities analyst Ashok Kumar.
Earlier today, Kumar confirmed the long-running rumor that Apple had ditched Intel in favor of chips from Apple-owned P.A. Semi for its upcoming tablet computer.
Who loses? Infineon, which had been Apple’s iPhone CPU supplier since the phone’s debut. Some industry pundits had blamed Infineon’s chips for the shockingly disappointing performance of iPhones on AT&T’s network.