Maybe you misunderstood my comment, here's some additional context for what I wrote: (1) Apple competes with Qualcomm today (indirectly via many vendors who shi

Maybe you misunderstood my comment, here's some additional context for what I wrote: (1) Apple competes with Qualcomm today (indirectly via many vendors who ship snapdragon-based phones). (2) Apple is pretty good at supply chain controls. (3) Apple uses [until recent designs] Qualcomm modems in their iphone/ipad.