Well, who's boat would get rocked the most if there are any changes to the status quo? The biggest silicon provider in this field!
I cannot imagine that SDN which promises to make the hardware simpler and a commodity and instead push all the value into software is welcome by the incumbent silicon vendors.
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.