I don't think Apple should be worried. They are still relying on Samsung, just using TSMC as second source to keep pressure on Samsung for low price. Pretty standard technique almost every big fabless company uses this trick.
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.