Samsung: Early Leader in LTE Devices?
Samsung, you'll notice, has been selected to provide MetroPCS Inc. (NYSE: PCS) with a dual-mode LTE and CDMA handset when it launches its network. Samsung, along with LG Electronics Inc. (London: LGLD; Korea: 6657.KS) , is also supplying Verizon Wireless with LG test devices. (See Ericsson Lands LTE Gig at MetroPCS and Verizon Makes LTE Connection in Boston & Seattle .) Samsung has been developing LTE modems for over a year now. This is likely the reason that the firm is able to promise MetroPCS a handset in the second half of 2010. In contrast, Nokia Corp. (NYSE: NOK) has just introduced its first LTE modem, and Qualcomm Inc. (Nasdaq: QCOM) says that it will deliver samples of an LTE chipset for data cards in the second half of 2010. (See Samsung Claims First LTE Modem and DoCoMo LTE Devices in 2010.) Of course, early LTE devices are likely to be bulky and battery-hungry. Nonetheless, there is bound to be a demand for them as Verizon and MetroPCS deploy LTE. Particularly as Verizon will implement "open access" on its 700MHz network and so users will have more opportunity to pick and choose with a locked-in contract.
— Dan Jones, Site Editor, Unstrung