Any other vendor is going to have to offer something pretty unique in order to unseat Qualcomm from this position. They are definitely the safe choice in this arena, so unless there is a clear advantage to another product I would expect that most will stick with the Q.
Another question is whether or not leadership in this space will translate to other design wins. Success in smartphones doesn't automatically carry over to tablets, TVs, or even watches. That is going to be far from the home court advantage that Qualcomm enjoys in smartphones.
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.