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But not modems. They're still the top there, and competitors seem unable to beat them; can any one provide insight as to why? Maybe Apple will do in-house development and succeed with that.


Doesn’t Qualcomm protect their modems with a giant firewall of patents? I’d wager it’s hard to make a good modem without violating (or being forced to license) at least a few of their patents.


Modems are hard.

Apple already is doing in-house development; that's why they poached the head of Intel's in-house wireless modem chip team. But they clearly don't have a product yet, or Apple wouldn't have paid several billion dollars to Qualcomm to settle up.




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