Re: let me get my crystal ball out..
>>>>>If Apple uses soft sims in it's phones, then the MNOs wlil stop subsidising them (why subsidise a product which might not use your network and you can't guarantee will bring you profit).
Not necessarily. If the soft-sim still allows for the device to be network locked, as current iOS software does, there is no change to the operators experience.
>>>>If the MNOs stop subsidising Apple phones, then customers will have to buy them at full price (£600+), probably direct from Apple.
Devices in the Apple store are already unsubsidised, and they have the highest sales per square footage of anyone.