There are several reasons which the famed speculator pointed out, claiming that the supply chain already received instructions from Apple regarding its development.
There were reports recently that Apple's plan to design its own 5G modem chip for the iPhone have failed. These reports quoted the most-popular Apple analyst Ming Chi Kuo who said that the company's plan to equip 80% of its 2023 handsets with an Apple 5G modem chip have not worked. "My latest survey indicates that Apple’s own iPhone 5G modem chip development may have failed, so Qualcomm will remain exclusive supplier for 5G chips of 2H23 new iPhones, with a 100% supply share (vs. company’s previ.