Apple may be moving faster than expected in its modem development work, and Qualcomm’s latest comments suggest that shift is already reshaping the iPhone supply chain.

July 29 : Qualcomm forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple products would decline faster than expected as supply…

Apple may be moving faster than expected in its modem development work, and Qualcomm’s latest comments suggest that shift is already reshaping the iPhone supply chain.