Updated! LTE Device Chipset Analysis: Qualcomm Has Competition but…

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QCOM roadmap

Probably the best 4G per specifications seems to be Altair and Sequans seem to be slightly ahead of everyone else, attributable to their SDR architecture. They both have interference cancellation techniques which will become required for all future vendors to keep up. Broadcom, Marvell and Renesys are fairly close in published standards and seem to be only 1 generation behind Qualcomm.sqn3120

Another curious thing popped out at me, Apple is nearly alone at the top with a multi-chip solution. The SoCs are winning lots of marketshare. The partial exception is the Samsung Galaxy S3, which requires a 2nd chip for CDMA 1x, but that is rumored to be fixed in the next version. 

One other anomaly, Cavium purchased Wavesat with Odyssey and so far looks to be doing nothing with their $10M USD investment.

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