RE:more patent portfoliosemiconductor market is estimated US $726.73 billion (2019,US $513.08 billion). CAGR 4.7% 2020-2027).
5g ITS business needs strog semiconductor IPR for supports. And strong semiconductor patent portfolio also can be used as a lever for wireless patent licensing.
Now machine learning/AI, autonomous vheicles are megatrends that all rely on semiconductor technologies.
Apple now starts to use its own M1 chips and to build its own cellular chips. Also Apple now have hundreds employees working on autonomous Apple cars for consumer use. All these can not be successful without strong semiconductor patent portfolio.
Besides semiconductor patents are generally easier to enforce in courts compaired to 4G/5G wireless patents in my view.