https://www.theverge.com/2018/7/25/17614930/apple-iphone-2018-intel-cellular-modems-qualcomm-legal-dispute

Apple’s ongoing dispute with Qualcomm looks like it will have a big impact on the components used in this year’s upcoming iPhone models, according to Qualcomm Chief Financial Officer George Davis. On an earnings call this afternoon, Davis said, “Apple intends to solely use our competitor’s modems rather than our modems in its next iPhone release,” as reported by CNET. Davis didn’t mention Intel by name, but Intel is the only other supplier of that competent for Apple’s smartphones.

That lines up with a report earlier this month from KGI analyst Ming-Chi Kuo, which said that Apple would ditch Qualcomm as its long-time supplier of cellular modems as a result of its legal dispute with the chipmaker. With the roll out of 4G, Apple began using both Qualcomm and Intel modems, though Qualcomm has long prided itself on providing faster components. The company this week touted speed tests for its Snapdragon 845 chip as proving its products are superior than Intel’s, possibly in an attempt to preempt negative reaction to Davis’ revelation today.