It may be that Qualcomm and Apple are alchemist and had foresight to look this coming. Vision and dream are most important part of business success. Apple and Qualcomm must benfit from their risk taking.
Will, China's LTE bid is certainly good for Apple, but how do you see that would affect the chip suppliers' market share going forward? Marvell's Coolpad design win is significant as you point out, and is certainly a much needed break for Marvell which had been struggling since the company's largest customer Blackberry had lost a significant market share.
In the near term, China's LTE will continue to employ 3G for voice. China Unicom doesn't support GSM, so it's CDMA for voice. That's why multimode modems are necessary until infrastructure catches up for VoLTE. Since Qualcomm is Apple's modem vendor of choice (and is VoLTE-capable when the network is ready), they will also benefit from Apple's good fortune.
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.