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.
What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Are the design challenges the same as with embedded systems, but with a little developer- and IT-skills added in? What do engineers need to know? Rick Merritt talks with two experts about the tools and best options for designing IoT devices in 2016. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.