The LTE Money Grab
If there's one trend in particular on which market observers are unanimously agreed, it's that carrier spending on long-term evolution (LTE) infrastructure is a front-and-center priority. ABI Research expects LTE subscribers to reach 785 million by 2017, up from the 58 million it tracked exiting 2012. Another researcher, IHS iSuppli, projected a few months back that LTE infrastructure spending will eclipse spending on 3.5G infrastructure spending for the first time in 2013 -- making it the primary source of spending in that space.
Stats like that mean that vendors with a stake in LTE -- from infrastructure providers to network optimizers -- are hustling to build that book of business now, and that latecomers and stragglers will be boxed out in 2013.