So, I was just talking about about this at lunch today, and we were trying to figure out who else besides has a viable modem+app solution....Here's what we confirmed...
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Samsung: app/modem solution not only for their flagship phone but also selling to low cost OEMs in china.
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Huawei: app/modem solution viable and in some of there low cost phones, working on developing mid-tier and high end.
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Spreadtrum: app/modem solution for low cost phones in China
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MediaTek: no need to comment on them further
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Intel: (whatever, anyday now...:))
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Marvel: (on life support, probably will be acquired soon by a chinese player)