Re: 5G Futures
Apple has a "multiyear licensing deal" with Qualcomm, and will be using their 5G chips next fall. Given that they designed by far the leading the ARM core, I'm sure they can design a working 5G modem. It doesn't need to be better than Qualcomm's, it only needs to do the job.
Might take them a couple years, but they have given themselves plenty of time thanks to the Qualcomm deal. The real fight will be when their modem is ready, Qualcomm will no doubt sue immediately so the cellular IP they acquired from Intel (and in the past from Nortel) will come in handy.
If they don't think that will be enough to take them on, don't be shocked if there isn't some sort of deal announced where Apple buys some of Huawei's 5G IP, so they're in a position to force Qualcomm into a cross licensing deal.
Biting the hand that feeds IT
