Very few trends in the communications are so obvious and persistent as a shift of value towards applications by end users. But the shift by infrastructure and software suppliers towards mobility is another such example.
The reasons are quite simple: a majority of global service provider capital investment now is deployed to support mobile networks and services, and it is likely that trend will continue to extend over time.
That’s one reason chip-level suppliers such as Broadcom, no less than other suppliers, are increasing their exposure in the wireless arena.
Broadcom now is targeting telecom infrastructure applications such as mobile backhaul. Last quarter, the company acquired Provigent, a supplier of microwave mobile-backhaul components, and announced an Ethernet switch for service-provider applications.
http://www.linleygroup.com/newsletters/newsletter_detail.php?num=4696