The thing is that the entire high end Android market is much smaller than the iPhone market. Qualcomm won’t have any incentive to invest a lot of money in high end modems if Apple is not a customer. You’re seeing the same thing on a much smaller scale play out in the wearables market. The only company producing enough watches to make an investment in the processors required is Apple.

Of course Apple isn’t going to make modems for anyone but themselves.