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Apple and Qualcomm have settled a long-standing legal dispute over royalties earlier this week. This settlement included a payment by Apple to Qualcomm as well as a chipset supply agreement, suggesting that the Cupertino-based technology giant would buy Qualcomm chips for the future iPhone.
Analysts had previously said that the dispute between Qualcomm and Apple could slow down Apple's plans for support for next-generation 5G networks, the first being one of the leading chip providers that can connect to 5G networks. This agreement opens the possibility for Apple to market an iPhone 5G faster than expected with Qualcomm's modem technology.
At present, however, Samsung's Galaxy S10 and Fold devices "lead" the way among phones with potential 5G, according to Yoo.
"If there is a possibility of slowing demand because of quality control, it will have a pretty significant negative impact on the IT sector as a whole," Yoo said, noting that demand for chips was already weak in the first half of 2019.
For its part, Samsung said in a statement that it was reviewing reports of broken Galaxy Folds:
A limited number of old samples of Galaxy Fold have been provided to the media for review. We have received some reports regarding the main display on the samples provided. We will thoroughly inspect these units in person to determine the cause of the case.
Separately, some reviewers reported removing the top layer of the display, which damaged the screen. The main screen of the Galaxy Fold is equipped with a top protective layer, which is part of the display structure designed to protect the screen from unwanted scratches. The removal of the protective layer or the addition of adhesives on the main screen can be damaged. We will ensure that this information is clearly communicated to our customers.
Commenting on the reports on the breaking of the Galaxy Fold, Yoo said that they seemed "too stretched".
Current concerns and correction will be "limited in the short term" as problems with the device are likely to be resolved before launch, he said.
– Todd Haselton, David Faber and Kif Leswing of CNBC contributed to this report.
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