http://www.fool.com/investing/general/2015/10/23/intel-corp-and-lg-reportedly-teaming-up-to-build-m.aspx?source=eogyholnk0000001&utm_source=yahoo&utm_medium=feed&utm_campaign=article
Such a development isn't great for Qualcomm -- it seems clear LG wants to have as much leverage over Qualcomm as it can in terms of pricing -- but I believe the extent of Qualcomm's overall share loss at LG will heavily depend on how competitive LG's own parts are with Qualcomm's.