This RF wireless modem business seems so difficult to me. The designs are becoming more and more extraordinarily difficult and clever, and then in the end, only a few survive and quickly become commodity items. It almost hurts to see so much effort expended, when you know that a lot of that work might never see the light of day.
This is because the complexity of the designs is increasing so much that soon companies won't be able to keep up with the pace of new standards. Just like it doesn't make sense to develop and maintain your own CPU, you use an ARM. It will soon be the same in the baseband business, you will let a company make the effort of designing and maintaining a scalable, software programmable IP, and just buy a license that fits your needs, in terms of processing power, size, etc. It doesn't mean that you lose a part of your business, it means you focus on what makes the difference for your product. This is just what this company does: www.simpulse-dsp.com
Reading the article, I had a feeling of deja-vu. If I'm correct in the early times of computing, there were different makers for CPU (Intel, Zylog, Motorola are the first names coming to my mind). After a few years, expect for specific servers, only Intel and AMD remains (the last blow was when Apple started using Intel in its Mac series...)
Do you think the mobile business is evolving the same way and that in five years or so only two will remain...?
Its true that Samsung makes its own LTE baseband chips but it hasnt been commercialised like one would think. The last time it was in a phone was the CDMA variant of Galaxy Nexus and I havent heard of it since. To me it sounds like its just not ready for prime time. All other SSG LTE phones have a Qualcomm chip.
Europe is aggressively rolling out LTE and it will severly hurt the aforementioned 3G volume suppliers who are far from launching LTE chips
The word on the street is that Samsung is indeed working on the LTE baseband chips for the merchant market. That, probably, is different from the one they are using in their own handsets. We just don't know when that will reach the market.
I disagree with the 'No takeoff'. One of the four companies mentioned in the first paragraph already has a LTE chip in the market, so thats a major leap and proves maturity. Lets see how the rest catch up.
When I think about 400, its not a huge number, there is tremendous effort involved with validation. The field testing involves travelling across the target market identifying operational issues, fixing them, retesting.
Tweaking the stack for performance even if it means non-conformance to 3GPP is also not very uncommon.
Imagine the number of engineers required for traveling across Europe for testing, reporting, identifying the root cause, fixing and retesting?
As far as I know, The last time it was in a phone was the CDMA variant of Galaxy Nexus and I havent heard of it since. To me it sounds like its just not ready for prime time. All other SSG LTE phones have a Qualcomm chip. One of my friend working at http://movingangels.com has got this phone.