Are LTE chipsets a leading indicator of mainstream adoption?

jeff ogle current analysisStartups and independent mobile silicon vendors like Beceem and Sequans, as well as established vendors like Qualcomm (NASDAQ:QCOM) and Infineon, are targeting the LTE market, each in different ways. And while it might seem as if there are enough device types available to support multiple approaches, argues Current Analysis analyst Jeff Ogle, the actual number is small and vendors are targeting specific market niches. Since chip vendors need to refine their engineering and device manufacturers need to complete another product design cycle based on the new silicon, LTE likely will not gain mainstream support until mid-2012 or early 2013. Commentary


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