https://www.google.com/amp/www.barrons.com/amp/articles/qualcomms-conflicting-statements-on-apple-battle-disturbing-says-bernstein-1504204850
One of the largest handset manufacturers in the world has now told us that they have been watching the Apple litigation and they are no longer paying us .Ifyou look at the pe rce ntage o f the han dsets that ar e made each ye ar th at are now being m ade by pe ople who h ave just unilater ally stopped paying us, it's approximately one out of every four handsets that will be made is being made by someone who just decided not to pay us. The house is on fire, Your Honor, when one of the largest manufacturers in the world says, "I am watching what is going on there, and I am telling you that I am now stopp ing all payments to you as well .” It ought not to be the case, respectfully, Your Honor, that the house has to burn down before we can restore the status quo . It is on fire. I don't think there is any question about that.