[donavanm]

> On the assumption that Intel is even price competitive. The Apple modem may be it.

Which is super interesting/ironic with the entire reason for an “apple modem” is due to Intels failure there a decade ago. Bonus irony for the subsequent acquisition.

[zitterbewegung]

Intel wasn't able to ship a competitive modem to Qualcomm and the whole point of the acquisition was to get rid of Qualcomm and even apple hasn't gotten a shipping version of a 5g modem for six years since the first intel modem started in 2018. This was really to vertically integrate the modem in all of the relevant Apple Silicon devices and it keeps going on...