The way I see it, the problems the carriers are having now are going to affect the chip manufacturers.
Two things are pretty clear from watching the progress of the 3GSM World Conference this week.
First, the technology trend toward integrating multiple radios into a single handheld device is not a leading-edge idea any more. It's mainstream in the chip world already and by next Christmas might be mainstream in systems as well.
Second, the business climate for mobile carriers is changing as well. Over the next few years, there will be more emphasis on opening new markets for low-cost handsets and less emphasis on maximizing revenue in the markets where subscribers have the financial resources to buy services.
Services are not selling all that well anyway so that may be the reason carriers are taking a wait-and-see attitude while the market for services slowly grows. No one has found the legendary killer app for services. Mobile TV might fill the bill, especially for video that is produced for smaller screens (the screens will be getting larger too, of course).
The way I see it, the problems the carriers are having now are going to affect the chip manufacturers. Multiple radios on a single chip will no doubt reduce the cost of a handset.
But the questions is: By how much and will the differential in the handset cost be enough to tempt subscribers to add services that they pay for each month?