Apple been poaching Qualcomm's top radio engineers for years ...for work in their Chinese RnD centre (no non-compete enforcement there)
My speculation is maybe their talks with Huawei were more fruitful than known to the public.
Who will be your first option for supplier of 5G PHY chips other than standard's original authors?
True story: I was born in a opressive communist dictatorship, escaped with my family to freedom and democracy. It's very hard to observe the vanguard of democratic capitalism, become 99% communist, with a couple guys in California rounding the corners and painting the boxes...
That’s a big advantage that Apple has had — their tighter product lines allow them to commit to a large number of parts for long periods of time.
The Intel reps mostly talk about storage these days. Quite a departure from the old days of high margin chips.
Companies have reached a global patent license agreement and *a chipset supply agreement*