Don't underestimate Mediatek. 5G is years away. The Chinese has their own TD-LTE standards. Pure technology/Performance basis is much easier to catch up than modem technology. The near future will be on "Internet of Things".
On a pure technology/Performance basis, I dont think, Mediatek or others can overtake QCOM anytime soon. The problem is when performance reaches the "enough for most use" point. After that, evenif QCOM improves tech, all the competition will be on price. The good part is QCOM still has breathing time, ie until smartphone totally eclipses the PC.
This may be the beginning of a long fight to survive for Qualcomm. Reminds me of a saying, and I paraphrase: if you are falling from a 100-story building, until you reach the bottom, it feels like flying. Sympathies to Qualcomm.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.