4 players in the baseband market doesn't really seem too much of a problem.
Sure - they all have different market segments - but any of them would seem to have the ability to nibble into any others segment if they wanted to, which in turn keeps licensing costs in check.
effectively it's three players given the sanctions situation of Huawei and Mediatek is Taiwan based, so in the case of a major war the world is down to having only Samsung and Qualcomm.
Sure - they all have different market segments - but any of them would seem to have the ability to nibble into any others segment if they wanted to, which in turn keeps licensing costs in check.