Re "Who will supply the chips for low cost 3G handsets?"
Maybe IDCC. IDCC mgmt has told us they see product offerings as a way to put pressure on the manufacturers to license their IPR, so taking low profit margins on some of those products in order to drive strong demand and high volume sales to the 3G handset OEMs makes a lot of sense.
"Loss/leader" is a classic marketing strategy, especially when entering a new market. Price your first chips low enough to make them a compelling choice for the high volume/low margin handsets, and take your profits on the IPR licensing royalties.
Bill Merritt's word for IDCC's product strategy was "synergy", and I think that is what he was talking about.
Well, "Gitty up!" IMO. Show Nokia and the other big pikers who they have been messing with. Bet great to see IDCC launch a hot selling "profit engine" product platform with a two tier pricing schedule(i.e., at cost for licensed OEMs, and at prices that are 20 to 30% higher for the cheaters).
When the "good guy" OEMs start taking market share from the bad boys, the game will have changed.
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