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> Wouldn't this leave us with Qualcomm once again the only manafacturer of cellular modems for everyone else?

They already are.



I thought Mediatek also did their own modem+cpu combos?


They do. And so does Samsung. I haven't checked but I would be surprised if Huawei didn't have their own modems too.


Yes Huawei too with the Balong modems, through their HiSilicon subsidiary: http://www.hisilicon.com/en/Products/ProductList/Balong

In a few years it could be so that all the tier 1 smartphone vendors have their in-house cellular modem.




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