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Qualcomm asks US ITC to ban imports of certain iPhone models using Intel components due to infringement of 6 patents that it claims are not standard-essential

Chipmaker claims infringement by some models and seeks ‘cease and desist’ order  —  Read next

Financial Times Tim Bradshaw

Context & Ripple Effects

This filing converts a plan into action: back in May, sources said Qualcomm intended to ask the International Trade Commission to halt iPhone imports from Asia, and the complaint over six non-standard-essential patents is that move executed. The choice of venue matters — an ITC exclusion order targets Apple's supply chain at the border rather than royalties in court.

First-order effects

  • Apple's dual-sourcing strategy is directly exposed: iPhones built with Intel modem components are the ones named in the cease-and-desist request, so a granted exclusion order would force Apple to reroute US-bound supply toward Qualcomm-equipped models.
  • Intel's position as the alternative baseband supplier comes under legal attack at the moment it matters most — its chips are the specific target, making Intel the second defendant in everything but name.

Second-order effects

  • Qualcomm is running the same playbook across jurisdictions: within months it filed a patent lawsuit against Apple in China seeking to ban iPhone sales and manufacture, signaling a coordinated multi-front pressure campaign rather than a single US filing.
  • Other handset makers sourcing non-Qualcomm components now have to price in import-ban risk when choosing baseband suppliers, since the ITC route attacks any rival-sourced hardware, not just Apple's.

Third-order effects

  • The escalation path runs through foreign courts too: by late 2018 a Chinese court issued a preliminary injunction blocking iPhone 6S-to-X sales in China over two Qualcomm patents, showing these disputes can end with actual market exclusions rather than licensing settlements.
  • If border-level and court-level exclusion orders become standard weapons, component sourcing decisions get made with litigation exposure as a first-class criterion — pushing suppliers toward single-vendor stacks to avoid being caught between two licensors.

The trend: Handset patent wars are shifting from royalty-rate litigation to supply-chain exclusion orders, with Qualcomm using the ITC and foreign courts to punish rivals' component choices.