I wrote on the substance of the Apple/Qualcomm agreement already, so this is just a selection of thoughts/reactions to the surprise settlement of the Apple/Qualcomm litigation.

Intel leaves the modem business

Apple’s announcement that it reached a deal with Qualcomm was surprising enough, but this was soon followed by news that Intel is shuttering its own 5G chip development. I have no inside track on the order of events, but it seems possible Intel decided to quit the business first, forcing Apple into the corner – or that development of alternative modems proved to be too challenging. The truth will come out eventually.

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