This is a straight up lie by this analyst. Apple would have just bought Qualcomm modems regardless of who won their court case. There's no way Qualcomm would turn down billions in sales to Apple.Apple appears to have had no alternative but to settle with Qualcomm, as it had no other way to source 5G chips for its 2020 iPhone lineup.
The purpose of this court case (from Apples point of view) is to stop the double-dipping and paying royalties based on device cost. From Qualcomms point of view the case is to allow them to keep charging the same royalty rates. Once the court decided the royalty rate, Apple and Qualcomm would be back doing business together. It doesn't matter who would have "won" the case - its purpose was just to settle the dispute over royalties.