>If Qualcomm has given up on tying patents to chips then it has effectively lost. If they can maintain that position with everyone but Apple, they'll probably be OK with the outcome.

Apple now has a direct license with Qualcomm. The arrangement before that was only the contract manufacturers had a license with them. It seems very likely that the patents and chips got unbundled (at least for Apple).

The FTC case still seems like the main risk to their business model.