China's Shifting Sands Spell Trouble for Qualcomm, Broadcom

Junko Yoshida, EETimes
1/16/2015 03:00 PM EST

LAS VEGAS — Shifting sands in China’s mobile market are likely to affect the leaders in the U.S. chip industry -- such as Qualcomm and Broadcom – much faster than previously expected, according to several sources who attended the International Consumer Electronics Show last week.

Among big changes in the works are China Mobile’s shift in procurement policy from five-mode smartphones to three-mode models, and big plans among Chinese apps processor vendors to embrace connectivity (WiFi and Bluetooth Low Energy).

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