I'd missed that, but you're perfectly correct.

It's also stating that Apple could topple Qualcomm… despite Apple not selling to third parties, the only way that'd happen is if they obtained a complete monopoly on the smartphone market. I don't see either happen.

If Qualcomm sits around and does nothing. However Qualcomm are competing for the nascent ARM server market with the (incredible IMO) Amberwing, and Qualcomm would still have 50%+ of the mobile market for selling their modems and Snapdragons to fund development.

Theoretically, if the premium brand smartphone dropped Qualcomm and managed to make a go of it, that does put a lot of pressure on them and, perhaps, encourages others to do the same (Samsung, for example.)

The BBC News breaking article on Meltdown and Spectre was hilarious. The title was something along the lines of "Apple phones have bug", then in a paragraph down near the end it noted that oh, by the way, almost all chips used everywhere by everyone are also affected.

Apple were one of the last of the major companies to come out with a statement regarding Meltdown and Spectre. The BBC articles for Intel and the rest were written a day or so earlier.

Well media production orgs have a massive myopia for Apple tech, so it would not surprise me...

Yeah, it's vague at best on the detail.