Edit: awk/doma re: Infineon TSS
awk, you said it...Infineon's OEM customers will require interoperable TPM software which equals Wave.
I say let Infineon finish their v1.2 TSS...they'd better or they will lose BRCM to NTRU.
But even with Infineon TPM product running on their own Infineon TSS, they will, to repeat the aforementioned, need to provide their OEM implementers with interoperable software in case those OEM customers deploy different TPMs across their platforms (SKS's "software image" reference in the last CC).
Of course another reason for Infineon to bundle Wave is what Wave's platform has to offer end users...like KTM for example...stuff that Infineon doesn't have.