This is despite the iGiant swallowing Intel's 5G modem business back in 2019 after the chipmaker said it was exiting that sector. Apple picked up about 2,200 Intel workers plus intellectual property in that deal, valued at $1 billion.
Bloomberg noted that Apple also has to be careful not to infringe Qualcomm's patents, which may be slowing design efforts. In addition, the cellular standards themselves are a moving target as they continue to be developed and updated.
We'd hate to say that Apple has designed its computers so that they perform stunningly in the shop for a few minutes, and work differently after a few months at home or in the office. His comment is also somewhat ironic in that much of the focus of YilYi's interview with Borchers centered around the use of Apple Silicon in machine-learning development, which you don't do in a store.