The LTE slice of the market is now facing hyper-competition totally out of scale from what we witnessed with early W-CDMA launches a decade ago.

FORBES: Massive New AT&T LTE Phone Line-up Guarantees Pain for Vendors

In addition, because no other country can replicate the massive scale of China, logistics will become a larger part of costs as companies are forced to slice up their manufacturing over several countries, analysts say.

WSJ: China's Rising Wages Propel Prices