BustedSamsung, TSMC not getting yields on 10 nm process. Pioneers get arrows in their backs and Qualcomm's 835 LTE chip remains in very short supply. At MWC, The biggest noshow was the Samsung Galaxy S8; Samsung couldn't even manufacture enough chips for their own phones, much less Qualcomm's other customers. 

3,000,000,000 transistors on one chip are a heck of a lot. There's no shame in being late, just disappointment. Most GigLTE cell sites won't be ready this year anyway; with massive overcapacity most places, few are needed. 

#2 Mediatek is a victim of similar yield problems at TSMC. Nikkei confirms previous reports that few want to buy Mediatek 10 core flagship chip. Samsung and Apple design their own, now joined by Huawei and Xiaomi. 

John Pitzer suggests that if the Nokia 3310 is the most exciting phone at MWC, there wasn't much at the show.