Intel Corp (INTC)

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Intel's 14nm yield should be quite good by then just in time for Intel's 14nm Broxton/Sofia/Modems to be produced cheaply in volume.

Look around you, MediaTek just announced the P20 (16FFC?), Qualcomm a mid-range 14nm LPP part, and then of course Samsung has their own too.

These companies are all looking at 14/16nm foundry products with integrated modem at fairly high clock frequencies this year.

Intel at MWC '16 said precisely zero about SoFIA LTE 28mm, let alone the 14nm LTE 2/MID.

I think it is time to call a spade a spade and recognize that Intel isn't going anywhere in mobile. Their execution makes the aforementioned AMD, which at least managed to roll out "Dozy" successors each and every year, look like a semiconductor superstar.