McGregor pointed out that Apple will eventually integrate the Modem chip with the processor, which may happen in 2020. It coincides with the overlap of some Mac computers with Apple's own chips.
McGregor thinks that the processor has many advantages in integrating the Modem chip, and Apple will certainly do the same. For example, the space saved can be used to increase the battery capacity and extend the mobile navigation capacity, which can be another big selling point.
Intel's current annual shipment of Modem chips to Apple is worth about $1 billion. If Intel only swallows new iPhone orders in 2018, the amount will be more than $2 billion. This shows that the impact of losing iPhone orders in 2020 was not too great.
However, it is not without risks that the iPhone goes to Intel, which means that the chip integration process can't go wrong. Otherwise, the whole iPhone product cycle will be delayed. This tests the ability of the Apple chip design team.