I thought this was an interesting article, from the big picture stand-point, Apple struggling with the thought of having to continue to rely on a Third Party(Qualcomm) to supply their baseband chips for the iphone.

"The report, which estimates that Apple accounts for 15-18% of Qualcomm sales, says that Apple might be able to save money and reduce power consumption by putting its own baseband chip in the iPhone."

"The company would also be able to restrict access to the technology, one of the key benefits of in-house design."

"Baseband chip development is difficult, and Apple would need to spend billions to come up with an alternative."

.......or they could buyout POET.

Here is the link http://www.valuewalk.com/2014/04/apple-inc-baseband-chipset-could-maim-qualcomm-inc/