This will accelerate Apple to make their own modem (and a plethora of other components). In short term, it's look like Qualcomm really pushes Apple into a corner. However, long term, it will only guarantee Apple's being less dependent to 3rd parties like Qualcomm. I'm sure other modem suppliers like Mediatek and of course, intel, will be pushed to offer Apple their best work, and Apple's strict requirements will only make, let's say, intel modems better.
In the long run, Qualcomm is doing a disfavor to themselves. Many big OEMs are already shying off Qualcomm. Take Xiaomi. They are already shifting their best selling Redmi series to Mediatek (Redmi 6 and 7). Huawei have their own Kirin chips. Samsung of course would prefer their exynos solution, but stuck with Qualcomm for US carrier support. The Android OEMs should be wary of what Qualcomm can do to them, and unlike Apple, they don't really have the cash to fight litigations with Qualcomm.
That some interesting analysis. If I were s Qualcomm shareholder I wouldn’t be cheering on this behavior. Qualcomm is hell bent on cutting off its nose to spite its face, and like you said, that’s unfortunately going to affect other suppliers too.
I think Apple should use the injunctions as a reason to offer a rebate or lower prices on its latest phones—at least in markets where competition is super competitive and a downward adjustment in price would be beneficial but hard to pull off without it looking desperate.
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You know, having owed 4 iPhones since the iPhone 3G I would have said the exact same thing. That's up until the 13th September 2018 (day after watching the Xs/Xr keynote) when I went out and bought an Android phone. iOS is significantly better than Android, I have zero doubts about that, but I'm not missing it. Essentially, I have no requirement for what differentiates it.
I doubt I'll buy another iPhone again. Yes I need to take that with a grain of salt as I have also said I'd never buy an Android phone until late this year. However the simple fact that Apple chooses no longer to compete in the mid-range space (where the iPhone SE was) there's not a lot for me to think about. I have no budget for a premium smartphone as I don't have any requirement for one. Computers are very much another matter where I'm "happy" to spend that extra.
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Every other manufacturer can seem to be able get Qualcomm chips into sub-$300 phones. Why is it so hard for Apple to get Qualcomm chips into an over-$1000 phone?
The choice is obviously yours, and maybe it makes complete sense. But for me, regarding a “mid-priced” phone, the Xr has gone on sale for $200 off a couple times in the US, which places it in the mid-range price bracket as far as I’m concerned. Like you however, I’d rather spend extra money on a computer where there’s space and room to do real work, but, it’s still hard to imagine a realistic price where putting all my data under Google’s stewardship rather than Apple’s would make the switch worth it. That said, things change, and this most recent iPhone release pushed into new territory—since, even if the phone I buy makes sense, there’s still a “cost” associated with wanting the $1,500 phone (that was previously easy to justify) and having to settle on a compromised model.